Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,079 | $76,551-76.4% | $123,894-85.4% | $62,881-71.2% |
| Participation rate | 25.0% | 73.0%-48.0pp | 81.4%-56.4pp | 69.3%-44.3pp |
| Annual return | 132.84% | 18.68%+114.2pp | 47.52%+85.3pp | 20.14%+112.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,844 | $4,840-61.9% | $5,984-69.2% | $3,203-42.4% |
| Admin fee / account holder | $6 | $4,826-99.9% | $8,357-99.9% | $4,296-99.9% |