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 | $2,228 | $90,691-97.5% | $76,119-97.1% | $145,884-98.5% |
| Participation rate | 53.3% | 74.5%-21.1pp | 69.1%-15.7pp | 80.3%-27.0pp |
| Annual return | 13.10% | 624.52%-611.4pp | 361.25%-348.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $395 | $5,167-92.4% | $4,259-90.7% | $6,690-94.1% |
| Admin fee / account holder | $9 | $8,383-99.9% | $6,421-99.9% | $13,392-99.9% |