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 | $6,271 | $31,109-79.8% | $67,704-90.7% | $52,331-88.0% |
| Participation rate | 16.8% | 54.0%-37.2pp | 67.5%-50.7pp | 68.1%-51.3pp |
| Annual return | -1.86% | 23.70%-25.6pp | 25.41%-27.3pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $565 | $1,970-71.3% | $3,585-84.2% | $3,022-81.3% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |