Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,110 | $160,059-88.1% | $140,019-86.4% | $135,380-85.9% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.5%-22.8pp | 82.6%-17.9pp |
| Annual return | -8.60% | 911.48%-920.1pp | 651.17%-659.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,597 | $6,420-75.1% | $5,605-71.5% | $4,779-66.6% |
| Participant deferral / active EE | $2,402 | $7,641-68.6% | $6,927-65.3% | $5,609-57.2% |
| Admin fee / account holder | $237 | $13,328-98.2% | $10,705-97.8% | $10,828-97.8% |