Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,585 | $45,087-76.5% | $69,483-84.8% | $72,976-85.5% |
| Participation rate | 3.4% | 68.5%-65.0pp | 74.6%-71.2pp | 69.5%-66.0pp |
| Annual return | 0.00% | 22.67%-22.7pp | 28.99%-29.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $356 | $2,603-86.3% | $3,537-89.9% | $3,608-90.1% |
| Admin fee / account holder | $3 | $3,057-99.9% | $3,841-99.9% | $5,124-99.9% |