Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,613 | $60,229-90.7% | $90,760-93.8% | - |
| Participation rate | 35.4% | 66.7%-31.3pp | 75.7%-40.3pp | - |
| Annual return | 0.00% | -8.37%+8.4pp | -12.16%+12.2pp | - |
| Employer contribution / active EE | $981 | $1,436-31.7% | $2,922-66.4% | - |
| Participant deferral / active EE | $1,485 | $3,579-58.5% | $4,565-67.5% | - |
| Admin fee / account holder | $174 | $2,834-93.8% | $8,444-97.9% | - |