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 | $599 | $29,319-98.0% | $52,425-98.9% | $82,448-99.3% |
| Participation rate | 56.8% | 46.9%+10.0pp | 55.6%+1.2pp | 68.1%-11.2pp |
| Annual return | 25.73% | 535.20%-509.5pp | 302.12%-276.4pp | 41.64%-15.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $213 | $1,171-81.8% | $1,790-88.1% | $4,139-94.8% |
| Admin fee / account holder | $147 | $1,962-92.5% | $2,495-94.1% | $7,234-98.0% |