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 | $1,758 | $73,787-97.6% | $98,716-98.2% | $82,448-97.9% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 19.45% | 18.57%+0.9pp | 31.81%-12.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $293 | $3,081-90.5% | $4,048-92.8% | $4,139-92.9% |
| Admin fee / account holder | $135 | $6,500-97.9% | $8,703-98.4% | $7,234-98.1% |