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 | $895 | $100,970-99.1% | $96,576-99.1% | $137,256-99.3% |
| Participation rate | 58.8% | 82.6%-23.8pp | 81.4%-22.6pp | 80.0%-21.1pp |
| Annual return | 22.23% | 38.16%-15.9pp | 38.47%-16.2pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $210 | $8,286-97.5% | $7,956-97.4% | $6,407-96.7% |
| Admin fee / account holder | $72 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |