Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,960 | $57,305-87.9% | $86,640-92.0% | $75,173-90.7% |
| Participation rate | 29.6% | 63.2%-33.6pp | 71.7%-42.1pp | 67.2%-37.6pp |
| Annual return | 40.82% | 2674.24%-2633.4pp | 592.52%-551.7pp | 160.72%-119.9pp |
| Employer contribution / active EE | $388 | $2,316-83.2% | $3,024-87.2% | $2,671-85.5% |
| Participant deferral / active EE | $836 | $3,320-74.8% | $4,438-81.2% | $4,126-79.7% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |