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 | $556 | $182,442-99.7% | $163,379-99.7% | $138,895-99.6% |
| Participation rate | 60.9% | 79.8%-18.9pp | 76.8%-16.0pp | 79.9%-19.0pp |
| Annual return | 27.13% | 72.74%-45.6pp | 63.41%-36.3pp | 145.39%-118.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $317 | $6,817-95.4% | $6,282-95.0% | $6,396-95.0% |
| Admin fee / account holder | $68 | $10,396-99.3% | $9,818-99.3% | $12,562-99.5% |