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 | $7,223 | $176,794-95.9% | $146,647-95.1% | $167,553-95.7% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 18.77% | 24.04%-5.3pp | 22.75%-4.0pp | 478.89%-460.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,247 | $6,440-80.6% | $5,506-77.4% | $6,343-80.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |