Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,363 | $110,039-97.9% | $97,260-97.6% | $145,884-98.4% |
| Participation rate | 68.8% | 75.9%-7.2pp | 72.7%-3.9pp | 80.3%-11.6pp |
| Annual return | 16.22% | 244.44%-228.2pp | 75.54%-59.3pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $173 | $4,674-96.3% | $4,262-95.9% | $6,690-97.4% |
| Admin fee / account holder | $10 | $6,204-99.8% | $5,640-99.8% | $13,392-99.9% |