Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,636 | $60,128-92.3% | $90,440-94.9% | $79,852-94.2% |
| Participation rate | 16.1% | 65.0%-48.9pp | 72.7%-56.6pp | 69.6%-53.5pp |
| Annual return | 299.91% | 71.95%+228.0pp | 1294.38%-994.5pp | 31.72%+268.2pp |
| Employer contribution / active EE | $214 | $2,068-89.7% | $3,263-93.4% | $2,471-91.3% |
| Participant deferral / active EE | $391 | $2,939-86.7% | $3,964-90.1% | $3,740-89.5% |
| Admin fee / account holder | $6 | $3,977-99.9% | $5,615-99.9% | $5,306-99.9% |