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 | $5,536 | $59,834-90.7% | $79,576-93.0% | $68,495-91.9% |
| Participation rate | 36.5% | 61.1%-24.6pp | 69.5%-33.0pp | 67.9%-31.4pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $649 | $1,505-56.9% | $2,413-73.1% | $2,596-75.0% |
| Participant deferral / active EE | $1,176 | $3,024-61.1% | $3,985-70.5% | $4,028-70.8% |
| Admin fee / account holder | $137 | $4,835-97.2% | $6,834-98.0% | $5,403-97.5% |