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 | $12,651 | $106,749-88.1% | $145,433-91.3% | $82,448-84.7% |
| Participation rate | 22.7% | 75.6%-52.9pp | 82.1%-59.4pp | 68.1%-45.3pp |
| Annual return | 24.05% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $890 | $6,519-86.4% | $7,897-88.7% | $4,139-78.5% |
| Admin fee / account holder | $136 | $8,390-98.4% | $13,129-99.0% | $7,234-98.1% |