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 | $553 | $41,467-98.7% | $67,313-99.2% | $55,725-99.0% |
| Participation rate | 12.2% | 62.5%-50.3pp | 69.1%-56.9pp | 70.9%-58.7pp |
| Annual return | 0.00% | 0.82%-0.8pp | -4.08%+4.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $70 | $2,399-97.1% | $3,568-98.1% | $3,356-97.9% |
| Admin fee / account holder | $0 | $102-100.0% | $4,507-100.0% | $115-100.0% |