Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,648 | $88,754-98.1% | $81,820-98.0% | $145,877-98.9% |
| Participation rate | 42.1% | 75.1%-33.0pp | 72.4%-30.3pp | 80.3%-38.2pp |
| Annual return | 12.76% | 1031.77%-1019.0pp | 777.93%-765.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $114 | $4,648-97.5% | $4,323-97.4% | $6,691-98.3% |
| Admin fee / account holder | $6 | $8,424-99.9% | $7,391-99.9% | $13,402-100.0% |