Sign up free to preview peer percentile detail
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 | $687 | $24,618-97.2% | $71,585-99.0% | $82,637-99.2% |
| Participation rate | 55.6% | 68.2%-12.6pp | 68.2%-12.6pp | 68.1%-12.5pp |
| Annual return | 0.00% | 93.17%-93.2pp | 59.26%-59.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $552 | $1,720-67.9% | $2,923-81.1% | $4,126-86.6% |
| Admin fee / account holder | $78 | $3,285-97.6% | $4,712-98.4% | $7,339-98.9% |