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 | $11,445 | $84,684-86.5% | $73,835-84.5% | $125,388-90.9% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.4%-31.8pp | 83.2%-41.5pp |
| Annual return | 0.00% | 3123.93%-3123.9pp | 2268.13%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $288 | $3,123-90.8% | $2,788-89.7% | $4,866-94.1% |
| Participant deferral / active EE | $360 | $3,993-91.0% | $3,583-90.0% | $5,352-93.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |