Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,676 | $60,128-93.9% | $90,440-95.9% | $79,852-95.4% |
| Participation rate | 9.8% | 65.0%-55.2pp | 72.7%-62.9pp | 69.6%-59.9pp |
| Annual return | 34.69% | 71.95%-37.3pp | 1294.38%-1259.7pp | 31.72%+3.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $213 | $2,939-92.8% | $3,964-94.6% | $3,740-94.3% |
| Admin fee / account holder | $186 | $3,977-95.3% | $5,615-96.7% | $5,306-96.5% |