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 | $17,487 | $105,200-83.4% | $159,474-89.0% | $85,847-79.6% |
| Participation rate | 48.3% | 75.8%-27.5pp | 82.8%-34.6pp | 69.3%-21.0pp |
| Annual return | 17.93% | 45.08%-27.2pp | 263.68%-245.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,484 | $5,946-58.2% | $7,353-66.2% | $3,952-37.1% |
| Admin fee / account holder | $72 | $6,934-99.0% | $10,802-99.3% | $6,261-98.9% |