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 | $338 | $69,774-99.5% | $67,561-99.5% | $74,429-99.5% |
| Participation rate | 26.7% | 71.4%-44.7pp | 72.9%-46.2pp | 67.2%-40.5pp |
| Annual return | 17.40% | -40.53%+57.9pp | 3525.44%-3508.0pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $44 | $3,636-98.8% | $4,003-98.9% | $4,348-99.0% |
| Admin fee / account holder | $1 | $890-99.9% | $4,006-100.0% | $1,944-99.9% |