Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,826 | $75,541-97.6% | $152,093-98.8% | $82,637-97.8% |
| Participation rate | 54.8% | 66.5%-11.7pp | 77.8%-22.9pp | 68.1%-13.2pp |
| Annual return | 25.76% | 32.56%-6.8pp | 66.36%-40.6pp | 53.51%-27.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $473 | $3,206-85.3% | $5,451-91.3% | $4,126-88.5% |
| Admin fee / account holder | $35 | $6,405-99.5% | $14,497-99.8% | $7,339-99.5% |