Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,530 | $55,423-97.2% | $155,602-99.0% | $74,400-97.9% |
| Participation rate | 62.4% | 61.9%+0.5pp | 78.2%-15.8pp | 67.2%-4.8pp |
| Annual return | 12.37% | 269.07%-256.7pp | 64.81%-52.4pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $313 | $2,835-89.0% | $5,629-94.4% | $4,348-92.8% |
| Admin fee / account holder | $39 | $1,744-97.8% | $15,923-99.8% | $1,944-98.0% |