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 | $3,788 | $57,590-93.4% | $86,233-95.6% | $82,448-95.4% |
| Participation rate | 25.0% | 57.9%-32.9pp | 69.0%-44.0pp | 68.1%-43.1pp |
| Annual return | 19.51% | 22.41%-2.9pp | 61.39%-41.9pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $327 | $3,080-89.4% | $4,559-92.8% | $4,139-92.1% |
| Admin fee / account holder | $276 | $4,730-94.2% | $8,342-96.7% | $7,234-96.2% |