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 | $2,383 | $77,901-96.9% | $149,717-98.4% | $75,181-96.8% |
| Participation rate | 12.9% | 65.6%-52.7pp | 78.8%-65.9pp | 67.2%-54.3pp |
| Annual return | 21.54% | 31.73%-10.2pp | 134.41%-112.9pp | 160.69%-139.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $158 | $3,411-95.4% | $5,682-97.2% | $4,126-96.2% |
| Admin fee / account holder | $5 | $5,949-99.9% | $13,213-100.0% | $5,650-99.9% |