Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer 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 | $9,103 | $70,587-87.1% | $124,694-92.7% | $85,851-89.4% |
| Participation rate | 41.3% | 64.4%-23.1pp | 74.6%-33.3pp | 69.3%-28.0pp |
| Annual return | 15.52% | 20688.83%-20673.3pp | 5144.82%-5129.3pp | 318.63%-303.1pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,325-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,647 | $2,969-44.5% | $4,615-64.3% | $3,952-58.3% |
| Admin fee / account holder | $77 | $5,282-98.5% | $7,495-99.0% | $6,261-98.8% |