Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,355 | $104,544-96.8% | $76,657-95.6% | $152,897-97.8% |
| Participation rate | 22.2% | 76.6%-54.4pp | 72.1%-49.9pp | 82.5%-60.2pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $310 | $3,118-90.1% | $2,303-86.5% | $4,764-93.5% |
| Participant deferral / active EE | $387 | $4,236-90.9% | $3,335-88.4% | $5,851-93.4% |
| Admin fee / account holder | $20 | $12,286-99.8% | $6,423-99.7% | $11,599-99.8% |