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 | $20,628 | $79,223-74.0% | $102,460-79.9% | $74,478-72.3% |
| Participation rate | 5.9% | 74.8%-68.9pp | 76.5%-70.6pp | 67.2%-61.3pp |
| Annual return | 11.74% | 54.98%-43.2pp | 29.47%-17.7pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $342 | $4,417-92.3% | $5,056-93.2% | $4,350-92.1% |
| Admin fee / account holder | $24 | $2,003-98.8% | $9,460-99.7% | $1,946-98.8% |