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 | $1,912 | $58,241-96.7% | $81,780-97.7% | $80,911-97.6% |
| Participation rate | 46.2% | 63.4%-17.3pp | 72.4%-26.2pp | 67.6%-21.5pp |
| Annual return | 18.29% | 41.73%-23.4pp | 776.27%-758.0pp | 35.63%-17.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $210 | $3,283-93.6% | $4,321-95.1% | $4,297-95.1% |
| Admin fee / account holder | $53 | $4,973-98.9% | $7,384-99.3% | $6,935-99.2% |