Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,540 | $78,015-96.7% | $178,505-98.6% | $80,959-96.9% |
| Participation rate | 17.2% | 65.7%-48.4pp | 77.1%-59.9pp | 67.7%-50.4pp |
| Annual return | 15.09% | 18.10%-3.0pp | 27.16%-12.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $242 | $4,406-94.5% | $6,280-96.1% | $4,300-94.4% |
| Admin fee / account holder | $116 | $7,160-98.4% | $10,428-98.9% | $6,925-98.3% |