Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $680 | $29,736-97.7% | $56,033-98.8% | $80,935-99.2% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 14.00% | 35.28%-21.3pp | 1711.38%-1697.4pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $153 | $1,228-87.6% | $1,954-92.2% | $4,299-96.4% |
| Admin fee / account holder | $3 | $2,434-99.9% | $2,827-99.9% | $6,924-100.0% |