Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,685 | $108,942-96.6% | $100,415-96.3% | $145,897-97.5% |
| Participation rate | 53.3% | 83.0%-29.6pp | 81.5%-28.2pp | 80.3%-27.0pp |
| Annual return | 12.98% | 58.27%-45.3pp | 49.47%-36.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,091 | $8,461-87.1% | $8,091-86.5% | $6,689-83.7% |
| Admin fee / account holder | $75 | $9,702-99.2% | $7,906-99.0% | $13,390-99.4% |