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 | $1,035 | $51,631-98.0% | $129,397-99.2% | $80,925-98.7% |
| Participation rate | 63.6% | 56.9%+6.7pp | 69.6%-6.0pp | 67.7%-4.0pp |
| Annual return | 13.48% | 20.77%-7.3pp | 9453.98%-9440.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $398 | $2,670-85.1% | $4,167-90.4% | $4,299-90.7% |
| Admin fee / account holder | $40 | $4,309-99.1% | $7,679-99.5% | $6,940-99.4% |