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 | $1,354 | $79,189-98.3% | $102,457-98.7% | $74,400-98.2% |
| Participation rate | 18.7% | 74.8%-56.0pp | 76.5%-57.8pp | 67.2%-48.5pp |
| Annual return | 20.92% | 54.98%-34.1pp | 29.41%-8.5pp | 1367.51%-1346.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $193 | $4,415-95.6% | $5,054-96.2% | $4,348-95.6% |
| Admin fee / account holder | $20 | $2,002-99.0% | $9,451-99.8% | $1,944-99.0% |