Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,309 | $78,705-94.5% | $117,860-96.3% | $70,124-93.9% |
| Participation rate | 47.4% | 73.2%-25.8pp | 79.7%-32.3pp | 69.5%-22.2pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.10%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $648 | $2,223-70.9% | $3,786-82.9% | $2,342-72.3% |
| Participant deferral / active EE | $1,294 | $3,297-60.8% | $4,482-71.1% | $3,332-61.2% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,021-100.0% | $4,645-100.0% |