Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,274 | $108,897-96.1% | $100,378-95.7% | $145,877-97.1% |
| Participation rate | 11.1% | 83.0%-71.9pp | 81.5%-70.4pp | 80.3%-69.2pp |
| Annual return | 100.99% | 58.17%+42.8pp | 49.41%+51.6pp | 551.28%-450.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $81 | $8,455-99.0% | $8,087-99.0% | $6,691-98.8% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |