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 | $913 | $30,423-97.0% | $56,025-98.4% | $74,478-98.8% |
| Participation rate | 34.3% | 32.9%+1.5pp | 52.5%-18.2pp | 67.2%-32.9pp |
| Annual return | 17.91% | 24.97%-7.1pp | 1712.69%-1694.8pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $169 | $1,176-85.7% | $1,955-91.4% | $4,350-96.1% |
| Admin fee / account holder | $19 | $2,363-99.2% | $2,828-99.3% | $1,946-99.0% |