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.
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 | $16,855 | $99,079-83.0% | $78,002-78.4% | $273,972-93.8% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.5%-58.9pp | 83.0%-66.3pp |
| Annual return | 9.52% | 217.93%-208.4pp | 425.99%-416.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $415 | $3,308-87.5% | $2,470-83.2% | $4,869-91.5% |
| Participant deferral / active EE | $415 | $4,306-90.4% | $3,497-88.1% | $5,287-92.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |