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 | $2,910 | $57,073-94.9% | $85,126-96.6% | $80,925-96.4% |
| Participation rate | 46.9% | 56.4%-9.5pp | 67.5%-20.6pp | 67.7%-20.8pp |
| Annual return | 16.45% | 21.69%-5.2pp | 66.63%-50.2pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $776 | $3,113-75.1% | $4,523-82.8% | $4,299-81.9% |
| Admin fee / account holder | $182 | $4,988-96.3% | $6,160-97.0% | $6,940-97.4% |