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 | $12,974 | $209,422-93.8% | $178,503-92.7% | $158,982-91.8% |
| Participation rate | 31.3% | 86.4%-55.1pp | 81.9%-50.7pp | 82.0%-50.7pp |
| Annual return | 22.46% | 188.81%-166.3pp | 151.12%-128.7pp | 302.99%-280.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,171 | $5,955-80.3% | $5,202-77.5% | $5,983-80.4% |
| Admin fee / account holder | $63 | $17,079-99.6% | $13,987-99.6% | $11,252-99.4% |