Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,605 | $209,888-96.4% | $189,545-96.0% | $167,553-95.5% |
| Participation rate | 42.9% | 88.7%-45.8pp | 87.8%-44.9pp | 82.1%-39.3pp |
| Annual return | 17.68% | 748.66%-731.0pp | 555.36%-537.7pp | 478.89%-461.2pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,261 | $8,934-63.5% | $8,220-60.3% | $6,343-48.6% |
| Admin fee / account holder | $265 | $14,300-98.1% | $12,049-97.8% | $12,316-97.8% |