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 | $1,110 | $45,343-97.6% | $150,298-99.3% | $67,986-98.4% |
| Participation rate | 31.7% | 51.9%-20.2pp | 77.8%-46.1pp | 57.2%-25.5pp |
| Annual return | 28.38% | 33.28%-4.9pp | 62.79%-34.4pp | 31.67%-3.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $172 | $2,055-91.6% | $5,453-96.8% | $3,358-94.9% |
| Admin fee / account holder | $36 | $2,250-98.4% | $14,116-99.7% | $3,203-98.9% |