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 | $829 | $16,790-95.1% | $64,489-98.7% | $67,986-98.8% |
| Participation rate | 37.6% | 62.4%-24.8pp | 67.7%-30.1pp | 57.2%-19.6pp |
| Annual return | 30.79% | 30.55%+0.2pp | 55.03%-24.2pp | 31.67%-0.9pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $264 | $1,510-82.5% | $2,778-90.5% | $3,358-92.1% |
| Admin fee / account holder | $130 | $1,690-92.3% | $4,260-96.9% | $3,203-95.9% |