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 | $1,355 | $48,267-97.2% | $68,794-98.0% | $68,495-98.0% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $409 | $1,829-77.7% | $2,656-84.6% | $2,596-84.3% |
| Participant deferral / active EE | $456 | $2,867-84.1% | $3,941-88.4% | $4,028-88.7% |
| Admin fee / account holder | $8 | $4,362-99.8% | $4,934-99.8% | $5,403-99.9% |