Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Employer 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 | $7,163 | $202,342-96.5% | $172,752-95.9% | $152,897-95.3% |
| Participation rate | 57.9% | 87.1%-29.2pp | 82.6%-24.8pp | 82.5%-24.6pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $946 | $5,858-83.8% | $5,144-81.6% | $4,764-80.1% |
| Participant deferral / active EE | $3,065 | $5,948-48.5% | $5,198-41.0% | $5,851-47.6% |
| Admin fee / account holder | $18 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |