Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,018 | $78,015-97.4% | $178,505-98.9% | $80,959-97.5% |
| Participation rate | 65.2% | 65.7%-0.5pp | 77.1%-12.0pp | 67.7%-2.5pp |
| Annual return | 12.99% | 18.10%-5.1pp | 27.16%-14.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $933 | $4,406-78.8% | $6,280-85.1% | $4,300-78.3% |
| Admin fee / account holder | $57 | $7,160-99.2% | $10,428-99.5% | $6,925-99.2% |