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 | $1,478 | $110,039-98.7% | $97,260-98.5% | $145,884-99.0% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 13.90% | 244.44%-230.5pp | 75.54%-61.6pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $467 | $4,674-90.0% | $4,262-89.1% | $6,690-93.0% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |