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 | $8,863 | $62,166-85.7% | $81,286-89.1% | $74,429-88.1% |
| Participation rate | 3.1% | 64.1%-61.0pp | 69.5%-66.4pp | 67.2%-64.1pp |
| Annual return | 12.61% | 16.50%-3.9pp | 24.80%-12.2pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,463-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $155 | $3,223-95.2% | $3,883-96.0% | $4,348-96.4% |
| Admin fee / account holder | $0 | $1,925-100.0% | $5,764-100.0% | $1,944-100.0% |