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 | $2,149 | $57,061-96.2% | $85,063-97.5% | $80,911-97.3% |
| Participation rate | 49.2% | 56.3%-7.2pp | 67.5%-18.4pp | 67.6%-18.5pp |
| Annual return | 21.45% | 21.66%-0.2pp | 66.54%-45.1pp | 35.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $329 | $3,110-89.4% | $4,523-92.7% | $4,297-92.3% |
| Admin fee / account holder | $291 | $4,986-94.2% | $6,155-95.3% | $6,935-95.8% |