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 | $3,378 | $51,222-93.4% | $70,544-95.2% | $75,173-95.5% |
| Participation rate | 11.5% | 61.0%-49.4pp | 68.4%-56.8pp | 67.2%-55.7pp |
| Annual return | 440.36% | 30.06%+410.3pp | 32.79%+407.6pp | 160.72%+279.6pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $114 | $2,850-96.0% | $4,568-97.5% | $4,126-97.2% |
| Admin fee / account holder | $298 | $4,096-92.7% | $6,427-95.4% | $5,651-94.7% |