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 | $1,666 | $85,060-98.0% | $70,565-97.6% | $139,487-98.8% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 32.30% | 30.39%+1.9pp | 32.79%-0.5pp | 373.84%-341.5pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $654 | $5,891-88.9% | $4,568-85.7% | $6,713-90.3% |
| Admin fee / account holder | $33 | $8,932-99.6% | $6,430-99.5% | $11,407-99.7% |