Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,566 | $52,293-81.7% | $178,503-94.6% | $73,412-87.0% |
| Participation rate | 2.6% | 65.3%-62.7pp | 81.9%-79.3pp | 72.2%-69.6pp |
| Annual return | 24.65% | 34.75%-10.1pp | 151.12%-126.5pp | 59.30%-34.6pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $118 | $2,333-94.9% | $5,202-97.7% | $3,806-96.9% |
| Admin fee / account holder | $43 | $127-66.0% | $13,987-99.7% | $158-72.6% |