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 | $3,514 | $57,140-93.9% | $85,240-95.9% | $80,959-95.7% |
| Participation rate | 14.3% | 56.4%-42.1pp | 67.5%-53.2pp | 67.7%-53.4pp |
| Annual return | 28.91% | 21.71%+7.2pp | 66.75%-37.8pp | 35.67%-6.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $273 | $3,115-91.2% | $4,527-94.0% | $4,300-93.7% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |