Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,135 | $71,878-84.5% | $86,698-87.2% | $68,486-83.7% |
| Participation rate | 32.9% | 72.2%-39.3pp | 76.6%-43.7pp | 67.9%-35.0pp |
| Annual return | -18.24% | 3.53%-21.8pp | 35.95%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,227 | $3,779-67.5% | $4,656-73.6% | $4,028-69.5% |
| Admin fee / account holder | $5 | $6,113-99.9% | $7,493-99.9% | $5,404-99.9% |