Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,635 | $58,895-97.2% | $178,503-99.1% | $73,497-97.8% |
| Participation rate | 10.7% | 66.2%-55.6pp | 81.9%-71.3pp | 70.7%-60.0pp |
| Annual return | 198.81% | 24.86%+173.9pp | 151.12%+47.7pp | 28.51%+170.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $172 | $2,567-93.3% | $5,202-96.7% | $3,740-95.4% |
| Admin fee / account holder | $212 | $400-47.1% | $13,987-98.5% | $513-58.7% |