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 | $9,947 | $150,442-93.4% | $136,295-92.7% | $147,585-93.3% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 24.94% | 1049.09%-1024.2pp | 5155.97%-5131.0pp | 578.56%-553.6pp |
| Employer contribution / active EE | $1,451 | $5,256-72.4% | $4,695-69.1% | $4,876-70.3% |
| Participant deferral / active EE | $1,939 | $6,630-70.8% | $6,247-69.0% | $5,439-64.3% |
| Admin fee / account holder | $293 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |