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 | $1,645 | $55,470-97.0% | $155,556-98.9% | $74,478-97.8% |
| Participation rate | 14.9% | 61.9%-47.0pp | 78.2%-63.4pp | 67.2%-52.4pp |
| Annual return | 23.84% | 269.80%-246.0pp | 64.84%-41.0pp | 1370.56%-1346.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $53 | $2,838-98.1% | $5,631-99.1% | $4,350-98.8% |
| Admin fee / account holder | $51 | $1,744-97.1% | $15,885-99.7% | $1,946-97.4% |