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.
Employer 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 | $281 | $67,512-99.6% | $185,837-99.8% | $93,010-99.7% |
| Participation rate | 22.7% | 67.1%-44.4pp | 81.7%-59.0pp | 73.9%-51.2pp |
| Annual return | 0.00% | 21.04%-21.0pp | 122.08%-122.1pp | 158.70%-158.7pp |
| Employer contribution / active EE | $83 | $1,783-95.3% | $5,168-98.4% | $2,705-96.9% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $318-100.0% | $16,241-100.0% | $152-100.0% |