Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $892 | $69,383-98.7% | $101,271-99.1% | $73,493-98.8% |
| Participation rate | 68.6% | 68.4%+0.3pp | 75.8%-7.2pp | 70.7%-2.1pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.48%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $595 | $3,301-82.0% | $4,371-86.4% | $3,740-84.1% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |