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 | $2,161 | $30,423-92.9% | $56,025-96.1% | $74,478-97.1% |
| Participation rate | 15.2% | 32.9%-17.7pp | 52.5%-37.3pp | 67.2%-52.0pp |
| Annual return | 14.06% | 24.97%-10.9pp | 1712.69%-1698.6pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $111 | $1,176-90.6% | $1,955-94.3% | $4,350-97.5% |
| Admin fee / account holder | $22 | $2,363-99.1% | $2,828-99.2% | $1,946-98.8% |