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 | $1,310 | $51,736-97.5% | $120,225-98.9% | $67,986-98.1% |
| Participation rate | 16.1% | 46.1%-30.0pp | 69.6%-53.5pp | 57.2%-41.1pp |
| Annual return | 17.81% | 31.98%-14.2pp | 439.23%-421.4pp | 31.67%-13.9pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $104 | $2,206-95.3% | $3,999-97.4% | $3,358-96.9% |
| Admin fee / account holder | $16 | $4,159-99.6% | $5,696-99.7% | $3,203-99.5% |