Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,753 | $52,507-90.9% | $129,406-96.3% | $74,478-93.6% |
| Participation rate | 9.1% | 53.9%-44.8pp | 69.6%-60.6pp | 67.2%-58.1pp |
| Annual return | 18.45% | 15.64%+2.8pp | 9468.18%-9449.7pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $260 | $2,801-90.7% | $4,167-93.8% | $4,350-94.0% |
| Admin fee / account holder | $240 | $2,639-90.9% | $7,689-96.9% | $1,946-87.6% |