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 | $2,632 | $182,442-98.6% | $163,379-98.4% | $138,895-98.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 43.73% | 72.74%-29.0pp | 63.41%-19.7pp | 145.39%-101.7pp |
| Employer contribution / active EE | $656 | $4,159-84.2% | $3,752-82.5% | $4,194-84.3% |
| Participant deferral / active EE | $718 | $6,817-89.5% | $6,282-88.6% | $6,396-88.8% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |