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 | $4,868 | $112,121-95.7% | $95,960-94.9% | $158,966-96.9% |
| Participation rate | 41.2% | 79.0%-37.8pp | 77.1%-35.9pp | 82.0%-40.8pp |
| Annual return | 168.94% | 171.16%-2.2pp | 91.63%+77.3pp | 302.95%-134.0pp |
| Employer contribution / active EE | $654 | $3,199-79.6% | $2,541-74.3% | $4,762-86.3% |
| Participant deferral / active EE | $930 | $4,784-80.6% | $4,167-77.7% | $5,983-84.5% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |