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.
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 | $6,471 | $48,314-86.6% | $67,561-90.4% | $80,925-92.0% |
| Participation rate | 17.9% | 66.4%-48.5pp | 72.9%-55.0pp | 67.7%-49.8pp |
| Annual return | 46.35% | 18.28%+28.1pp | 3525.44%-3479.1pp | 35.65%+10.7pp |
| Employer contribution / active EE | $17 | $2,022-99.2% | $2,735-99.4% | $2,756-99.4% |
| Participant deferral / active EE | $870 | $2,927-70.3% | $4,003-78.3% | $4,299-79.8% |
| Admin fee / account holder | $15 | $3,690-99.6% | $4,006-99.6% | $6,940-99.8% |