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 | $13,227 | $138,102-90.4% | $125,381-89.5% | $134,532-90.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.15% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,746 | $5,245-66.7% | $4,815-63.8% | $4,741-63.2% |
| Participant deferral / active EE | $2,169 | $7,801-72.2% | $7,448-70.9% | $6,401-66.1% |
| Admin fee / account holder | $43 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |