Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,368 | $107,363-86.6% | $92,909-84.5% | $152,897-90.6% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | 215.29% | 145.63%+69.7pp | 109.44%+105.9pp | 345.43%-130.1pp |
| Employer contribution / active EE | $762 | $4,222-82.0% | $3,653-79.2% | $4,764-84.0% |
| Participant deferral / active EE | $1,143 | $4,848-76.4% | $4,238-73.0% | $5,851-80.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |