Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,946 | $42,917-79.2% | $60,899-85.3% | $68,495-86.9% |
| Participation rate | 64.3% | 66.8%-2.5pp | 73.1%-8.8pp | 67.9%-3.6pp |
| Annual return | -3.92% | -13.99%+10.1pp | 16.92%-20.8pp | -7.84%+3.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $782 | $2,867-72.7% | $3,817-79.5% | $4,028-80.6% |
| Admin fee / account holder | $128 | $3,102-95.9% | $3,225-96.0% | $5,403-97.6% |