Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,128 | $142,361-92.2% | $119,608-90.7% | $134,509-91.7% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | 116.84% | -12.46%+129.3pp | -14.98%+131.8pp | 418.13%-301.3pp |
| Employer contribution / active EE | $1,188 | $5,224-77.3% | $4,232-71.9% | $4,741-74.9% |
| Participant deferral / active EE | $1,839 | $6,468-71.6% | $5,601-67.2% | $6,400-71.3% |
| Admin fee / account holder | $63 | $13,588-99.5% | $10,326-99.4% | $11,427-99.4% |