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 | $9,397 | $56,197-83.3% | $67,652-86.1% | $59,633-84.2% |
| Participation rate | 36.7% | 71.5%-34.8pp | 75.7%-39.0pp | 68.7%-32.0pp |
| Annual return | -1.67% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $726 | $1,615-55.0% | $2,266-68.0% | $2,203-67.0% |
| Participant deferral / active EE | $1,211 | $2,844-57.4% | $3,560-66.0% | $3,192-62.1% |
| Admin fee / account holder | $59 | $3,958-98.5% | $4,821-98.8% | $4,297-98.6% |