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 | $1,007 | $29,319-96.6% | $52,425-98.1% | $82,448-98.8% |
| Participation rate | 22.4% | 46.9%-24.5pp | 55.6%-33.2pp | 68.1%-45.7pp |
| Annual return | 29.81% | 535.20%-505.4pp | 302.12%-272.3pp | 41.64%-11.8pp |
| Employer contribution / active EE | $68 | $586-88.4% | $914-92.6% | $2,551-97.3% |
| Participant deferral / active EE | $84 | $1,171-92.9% | $1,790-95.3% | $4,139-98.0% |
| Admin fee / account holder | $35 | $1,962-98.2% | $2,495-98.6% | $7,234-99.5% |