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 | $5,575 | $73,988-92.5% | $96,538-94.2% | $75,177-92.6% |
| Participation rate | 4.3% | 66.4%-62.2pp | 74.3%-70.1pp | 67.2%-62.9pp |
| Annual return | 13.95% | 26.73%-12.8pp | 35.74%-21.8pp | 160.75%-146.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $133 | $3,660-96.4% | $4,880-97.3% | $4,126-96.8% |
| Admin fee / account holder | $34 | $5,220-99.4% | $6,737-99.5% | $5,651-99.4% |