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 | $4,453 | $148,582-97.0% | $135,942-96.7% | $139,456-96.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 94.86% | 79.26%+15.6pp | 68.28%+26.6pp | 373.45%-278.6pp |
| Employer contribution / active EE | $1,142 | $5,245-78.2% | $4,858-76.5% | $4,753-76.0% |
| Participant deferral / active EE | $1,142 | $8,101-85.9% | $7,759-85.3% | $6,711-83.0% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |