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 | $1,839 | $27,924-93.4% | $58,544-96.9% | $75,181-97.6% |
| Participation rate | 53.6% | 38.8%+14.7pp | 50.9%+2.7pp | 67.2%-13.6pp |
| Annual return | 42.66% | 44.20%-1.5pp | 4249.56%-4206.9pp | 160.69%-118.0pp |
| Employer contribution / active EE | $8 | $669-98.8% | $1,053-99.2% | $2,671-99.7% |
| Participant deferral / active EE | $955 | $1,202-20.5% | $1,923-50.3% | $4,126-76.8% |
| Admin fee / account holder | $279 | $1,726-83.8% | $2,520-88.9% | $5,650-95.1% |