Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,171 | $113,941-82.3% | $94,229-78.6% | $125,389-83.9% |
| Participation rate | 22.2% | 82.9%-60.7pp | 78.8%-56.5pp | 83.2%-61.0pp |
| Annual return | -1.62% | 5.29%-6.9pp | 10.68%-12.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $868 | $5,179-83.2% | $4,320-79.9% | $5,352-83.8% |
| Admin fee / account holder | $34 | $8,392-99.6% | $6,269-99.5% | $9,541-99.6% |