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 | $16,777 | $150,447-88.8% | $136,298-87.7% | $147,586-88.6% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 22.84% | 1049.15%-1026.3pp | 5156.27%-5133.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $1,600 | $5,256-69.6% | $4,696-65.9% | $4,876-67.2% |
| Participant deferral / active EE | $1,873 | $6,631-71.8% | $6,247-70.0% | $5,439-65.6% |
| Admin fee / account holder | $184 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |