Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,279 | $148,629-94.4% | $135,982-93.9% | $139,487-94.1% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 99.13% | 79.33%+19.8pp | 68.32%+30.8pp | 373.84%-274.7pp |
| Employer contribution / active EE | $4,347 | $5,247-17.2% | $4,859-10.5% | $4,755-8.6% |
| Participant deferral / active EE | $2,440 | $8,102-69.9% | $7,760-68.6% | $6,713-63.6% |
| Admin fee / account holder | $33 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |