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 | $1,211 | $58,848-97.9% | $88,179-98.6% | $82,637-98.5% |
| Participation rate | 64.8% | 57.9%+6.9pp | 69.1%-4.3pp | 68.1%-3.2pp |
| Annual return | 18.55% | 22.76%-4.2pp | 64.97%-46.4pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $418 | $3,124-86.6% | $4,614-90.9% | $4,126-89.9% |
| Admin fee / account holder | $283 | $4,795-94.1% | $7,673-96.3% | $7,339-96.1% |