Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,766 | $165,361-94.7% | $149,715-94.1% | $158,950-94.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 157.76% | 348.24%-190.5pp | 276.66%-118.9pp | 302.91%-145.1pp |
| Employer contribution / active EE | $1,045 | $5,103-79.5% | $4,645-77.5% | $4,762-78.0% |
| Participant deferral / active EE | $1,572 | $7,182-78.1% | $6,842-77.0% | $5,983-73.7% |
| Admin fee / account holder | $34 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |