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.
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 | $5,217 | $50,972-89.8% | $88,538-94.1% | $72,975-92.9% |
| Participation rate | 21.3% | 63.4%-42.1pp | 68.7%-47.5pp | 69.5%-48.2pp |
| Annual return | 0.00% | 29.62%-29.6pp | 43.64%-43.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $426 | $1,475-71.1% | $2,098-79.7% | $2,440-82.5% |
| Participant deferral / active EE | $606 | $2,230-72.8% | $2,914-79.2% | $3,608-83.2% |
| Admin fee / account holder | $8 | $3,230-99.7% | $4,310-99.8% | $5,124-99.8% |