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 | $1,382 | $76,834-98.2% | $108,359-98.7% | $87,485-98.4% |
| Participation rate | 59.4% | 61.7%-2.4pp | 70.1%-10.7pp | 68.9%-9.6pp |
| Annual return | 17.06% | 19.09%-2.0pp | 36.89%-19.8pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $489 | $3,100-84.2% | $4,137-88.2% | $4,274-88.6% |
| Admin fee / account holder | $190 | $6,537-97.1% | $9,741-98.1% | $7,775-97.6% |