Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,829 | $117,846-95.9% | $102,434-95.3% | $145,884-96.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 365.92% | 31.90%+334.0pp | 29.46%+336.5pp | 551.85%-185.9pp |
| Employer contribution / active EE | $1,231 | $3,615-65.9% | $3,023-59.3% | $4,662-73.6% |
| Participant deferral / active EE | $1,631 | $5,733-71.5% | $5,055-67.7% | $6,690-75.6% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |