Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,528 | $129,737-90.3% | $119,126-89.5% | $154,746-91.9% |
| Participation rate | 26.7% | 78.9%-52.2pp | 75.8%-49.1pp | 80.7%-54.0pp |
| Annual return | 20.40% | 379.08%-358.7pp | 282.11%-261.7pp | 172.34%-151.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,090 | $5,842-81.3% | $5,318-79.5% | $6,730-83.8% |
| Admin fee / account holder | $105 | $11,961-99.1% | $10,693-99.0% | $14,365-99.3% |