Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $940 | $80,985-98.8% | $96,576-99.0% | $75,181-98.7% |
| Participation rate | 29.0% | 71.8%-42.7pp | 76.0%-46.9pp | 67.2%-38.2pp |
| Annual return | 106.54% | 27.05%+79.5pp | 25.87%+80.7pp | 160.69%-54.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $299 | $3,929-92.4% | $4,851-93.8% | $4,126-92.8% |
| Admin fee / account holder | $42 | $6,719-99.4% | $8,253-99.5% | $5,650-99.3% |