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 | $102,609-99.1% | $98,090-99.1% | $138,895-99.4% |
| Participation rate | 58.8% | 82.8%-24.0pp | 81.5%-22.7pp | 79.9%-21.1pp |
| Annual return | 22.23% | 36.44%-14.2pp | 37.05%-14.8pp | 145.39%-123.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $210 | $8,167-97.4% | $7,845-97.3% | $6,396-96.7% |
| Admin fee / account holder | $72 | $11,434-99.4% | $11,815-99.4% | $12,562-99.4% |