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 | $3,690 | $91,525-96.0% | $130,026-97.2% | $75,181-95.1% |
| Participation rate | 55.6% | 71.4%-15.9pp | 78.5%-22.9pp | 67.2%-11.6pp |
| Annual return | 43.44% | -631.40%+674.8pp | -137.26%+180.7pp | 160.69%-117.2pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,777 | $4,342-59.1% | $5,821-69.5% | $4,126-56.9% |
| Admin fee / account holder | $290 | $6,778-95.7% | $10,608-97.3% | $5,650-94.9% |