Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,695 | $154,228-97.0% | $145,433-96.8% | $137,256-96.6% |
| Participation rate | 31.3% | 83.8%-52.5pp | 82.1%-50.9pp | 80.0%-48.7pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,152 | $4,804-76.0% | $4,554-74.7% | $4,156-72.3% |
| Participant deferral / active EE | $2,323 | $8,216-71.7% | $7,897-70.6% | $6,407-63.7% |
| Admin fee / account holder | $1 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |