Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,024 | $57,590-98.2% | $86,233-98.8% | $82,448-98.8% |
| Participation rate | 55.3% | 57.9%-2.5pp | 69.0%-13.7pp | 68.1%-12.7pp |
| Annual return | 17.33% | 22.41%-5.1pp | 61.39%-44.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $288 | $3,080-90.7% | $4,559-93.7% | $4,139-93.0% |
| Admin fee / account holder | $272 | $4,730-94.2% | $8,342-96.7% | $7,234-96.2% |