Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,992 | $118,695-84.8% | $98,916-81.8% | $158,950-88.7% |
| Participation rate | 4.8% | 77.8%-73.1pp | 76.0%-71.3pp | 82.0%-77.2pp |
| Annual return | 39.80% | 372.39%-332.6pp | 196.45%-156.7pp | 302.91%-263.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $693 | $5,088-86.4% | $4,245-83.7% | $5,983-88.4% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |