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 | $1,626 | $110,483-98.5% | $145,433-98.9% | $79,634-98.0% |
| Participation rate | 7.6% | 71.1%-63.5pp | 82.1%-74.5pp | 62.5%-54.9pp |
| Annual return | 25.34% | 24.62%+0.7pp | 66.58%-41.2pp | 36.46%-11.1pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $155 | $7,216-97.8% | $7,897-98.0% | $3,835-96.0% |
| Admin fee / account holder | $161 | $680-76.3% | $13,129-98.8% | $1,002-83.9% |