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 | $1,591 | $29,733-94.6% | $56,025-97.2% | $80,959-98.0% |
| Participation rate | 45.8% | 41.7%+4.1pp | 52.5%-6.7pp | 67.7%-21.8pp |
| Annual return | 14.41% | 35.28%-20.9pp | 1712.69%-1698.3pp | 35.67%-21.3pp |
| Employer contribution / active EE | $157 | $672-76.7% | $1,042-85.0% | $2,757-94.3% |
| Participant deferral / active EE | $183 | $1,229-85.1% | $1,955-90.6% | $4,300-95.7% |
| Admin fee / account holder | $170 | $2,434-93.0% | $2,828-94.0% | $6,925-97.6% |