Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,522 | $106,524-86.4% | $152,301-90.5% | $87,485-83.4% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.4%-57.4pp | 68.9%-43.9pp |
| Annual return | 272.89% | 26.89%+246.0pp | 80.50%+192.4pp | 26.06%+246.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $550 | $6,525-91.6% | $8,004-93.1% | $4,274-87.1% |
| Admin fee / account holder | $166 | $8,287-98.0% | $14,398-98.8% | $7,775-97.9% |