Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,530 | $114,119-96.0% | $107,187-95.8% | $138,895-96.7% |
| Participation rate | 23.8% | 78.1%-54.3pp | 75.0%-51.2pp | 79.9%-56.1pp |
| Annual return | 18.56% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $214 | $5,538-96.1% | $5,096-95.8% | $6,396-96.7% |
| Admin fee / account holder | $17 | $10,024-99.8% | $9,162-99.8% | $12,562-99.9% |