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 | $305 | $53,774-99.4% | $134,162-99.8% | $79,856-99.6% |
| Participation rate | 58.4% | 58.8%-0.3pp | 72.2%-13.7pp | 69.6%-11.2pp |
| Annual return | 32.72% | 19.01%+13.7pp | 36.35%-3.6pp | 31.71%+1.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $117 | $2,420-95.2% | $3,500-96.7% | $3,741-96.9% |
| Admin fee / account holder | $11 | $3,985-99.7% | $6,685-99.8% | $5,306-99.8% |