Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Employer 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 | $15,692 | $150,435-89.6% | $120,580-87.0% | $145,897-89.2% |
| Participation rate | 38.5% | 78.8%-40.3pp | 72.0%-33.5pp | 80.3%-41.8pp |
| Annual return | 12.22% | 154.60%-142.4pp | 107.48%-95.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $692 | $4,352-84.1% | $3,469-80.0% | $4,663-85.2% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9 | $12,182-99.9% | $9,418-99.9% | $13,390-99.9% |