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 | $4,931 | $48,277-89.8% | $67,511-92.7% | $80,874-93.9% |
| Participation rate | 11.5% | 66.4%-54.8pp | 72.9%-61.3pp | 67.6%-56.1pp |
| Annual return | 13.92% | 18.27%-4.4pp | 3517.41%-3503.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $344 | $2,926-88.2% | $4,000-91.4% | $4,297-92.0% |
| Admin fee / account holder | $14 | $3,687-99.6% | $3,999-99.6% | $6,935-99.8% |