Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,927 | $77,908-96.2% | $149,696-98.0% | $75,173-96.1% |
| Participation rate | 14.3% | 65.6%-51.3pp | 78.8%-64.5pp | 67.2%-52.9pp |
| Annual return | 219.49% | 31.73%+187.8pp | 134.46%+85.0pp | 160.72%+58.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $397 | $3,411-88.4% | $5,682-93.0% | $4,126-90.4% |
| Admin fee / account holder | $37 | $5,950-99.4% | $13,212-99.7% | $5,651-99.3% |