Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,996 | $144,130-97.2% | $117,860-96.6% | $147,585-97.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.10%-335.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $513 | $4,897-89.5% | $3,786-86.4% | $4,876-89.5% |
| Participant deferral / active EE | $1,588 | $5,316-70.1% | $4,482-64.6% | $5,439-70.8% |
| Admin fee / account holder | $25 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |