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 | $2,579 | $63,346-95.9% | $92,240-97.2% | $70,126-96.3% |
| Participation rate | 60.3% | 68.7%-8.4pp | 76.5%-16.2pp | 69.5%-9.2pp |
| Annual return | 17.11% | 530.19%-513.1pp | 176.29%-159.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $238 | $2,854-91.7% | $3,897-93.9% | $3,332-92.9% |
| Admin fee / account holder | $23 | $3,841-99.4% | $5,194-99.6% | $4,645-99.5% |