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.
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 | $4,793 | $107,363-95.5% | $92,909-94.8% | $152,897-96.9% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.5%-43.6pp |
| Annual return | 40.70% | 145.63%-104.9pp | 109.44%-68.7pp | 345.43%-304.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,141 | $4,848-76.5% | $4,238-73.1% | $5,851-80.5% |
| Admin fee / account holder | $13 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |