Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,088 | $150,412-95.3% | $120,574-94.1% | $145,884-95.1% |
| Participation rate | 26.1% | 78.8%-52.7pp | 71.9%-45.9pp | 80.3%-54.2pp |
| Annual return | 18.36% | 154.50%-136.1pp | 107.42%-89.1pp | 551.85%-533.5pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,151 | $6,175-81.4% | $4,996-77.0% | $6,690-82.8% |
| Admin fee / account holder | $20 | $12,224-99.8% | $9,445-99.8% | $13,392-99.9% |