Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,558 | $91,525-89.6% | $130,026-92.6% | $75,181-87.3% |
| Participation rate | 65.3% | 71.4%-6.2pp | 78.5%-13.2pp | 67.2%-1.9pp |
| Annual return | 26.18% | -631.40%+657.6pp | -137.26%+163.4pp | 160.69%-134.5pp |
| Employer contribution / active EE | $1,100 | $2,844-61.3% | $4,321-74.6% | $2,671-58.8% |
| Participant deferral / active EE | $1,691 | $4,342-61.0% | $5,821-70.9% | $4,126-59.0% |
| Admin fee / account holder | $203 | $6,778-97.0% | $10,608-98.1% | $5,650-96.4% |