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 | $1,390 | $185,856-99.3% | $170,028-99.2% | $139,456-99.0% |
| Participation rate | 52.2% | 87.8%-35.6pp | 87.0%-34.8pp | 80.3%-28.2pp |
| Annual return | 54.82% | 60.52%-5.7pp | 53.39%+1.4pp | 373.45%-318.6pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $664 | $11,623-94.3% | $10,409-93.6% | $6,711-90.1% |
| Admin fee / account holder | $100 | $15,387-99.3% | $12,820-99.2% | $11,407-99.1% |