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 | $11,582 | $77,145-85.0% | $108,410-89.3% | $85,856-86.5% |
| Participation rate | 59.3% | 74.7%-15.4pp | 80.1%-20.9pp | 69.3%-10.1pp |
| Annual return | 24.42% | 44.54%-20.1pp | 905.34%-880.9pp | 318.58%-294.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,517 | $5,566-54.8% | $6,562-61.6% | $3,952-36.3% |
| Admin fee / account holder | $172 | $5,172-96.7% | $7,296-97.6% | $6,261-97.3% |