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.
Employer 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 | $5,823 | $65,364-91.1% | $92,909-93.7% | $72,975-92.0% |
| Participation rate | 37.0% | 68.3%-31.4pp | 76.0%-39.0pp | 69.5%-32.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $463 | $2,594-82.2% | $3,653-87.3% | $2,440-81.0% |
| Participant deferral / active EE | $1,749 | $3,128-44.1% | $4,238-58.7% | $3,608-51.5% |
| Admin fee / account holder | $25 | $4,251-99.4% | $5,795-99.6% | $5,124-99.5% |