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 | $3,752 | $101,618-96.3% | $93,063-96.0% | $137,256-97.3% |
| Participation rate | 61.1% | 74.9%-13.8pp | 72.1%-11.0pp | 80.0%-18.8pp |
| Annual return | 18.84% | 223.95%-205.1pp | 34.15%-15.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $437 | $4,279-89.8% | $3,958-89.0% | $6,407-93.2% |
| Admin fee / account holder | $166 | $6,198-97.3% | $6,033-97.2% | $12,270-98.6% |