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 | $14,614 | $171,867-91.5% | $149,721-90.2% | $147,586-90.1% |
| Participation rate | 22.2% | 88.2%-66.0pp | 87.1%-64.8pp | 82.8%-60.6pp |
| Annual return | 19.60% | 2113.36%-2093.8pp | 1501.67%-1482.1pp | 578.59%-559.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,019 | $7,270-86.0% | $6,568-84.5% | $5,439-81.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |