Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,104 | $154,193-94.1% | $130,045-93.0% | $139,466-93.5% |
| Participation rate | 13.6% | 82.0%-68.3pp | 78.5%-64.9pp | 80.3%-66.7pp |
| Annual return | 24.71% | 32.51%-7.8pp | -137.30%+162.0pp | 373.66%-349.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $491 | $6,709-92.7% | $5,820-91.6% | $6,712-92.7% |
| Admin fee / account holder | $28 | $13,989-99.8% | $10,600-99.7% | $11,409-99.8% |