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 | $1,140 | $45,872-97.5% | $77,096-98.5% | $68,486-98.3% |
| Participation rate | 40.7% | 55.9%-15.2pp | 67.9%-27.2pp | 67.9%-27.2pp |
| Annual return | -17.72% | 1.73%-19.4pp | 42.35%-60.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $275 | $2,963-90.7% | $4,429-93.8% | $4,028-93.2% |
| Admin fee / account holder | $4 | $3,041-99.9% | $5,428-99.9% | $5,404-99.9% |