Sign up free to preview peer percentile detail
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 | $1,004 | $61,125-98.4% | $94,057-98.9% | $87,485-98.9% |
| Participation rate | 59.3% | 64.1%-4.8pp | 73.3%-14.1pp | 68.9%-9.7pp |
| Annual return | 85.79% | 35.20%+50.6pp | 480.62%-394.8pp | 26.06%+59.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $441 | $3,260-86.5% | $4,709-90.6% | $4,274-89.7% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |