Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,023 | $107,363-91.6% | $92,909-90.3% | $152,897-94.1% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.5%-21.3pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $704 | $4,222-83.3% | $3,653-80.7% | $4,764-85.2% |
| Participant deferral / active EE | $3,239 | $4,848-33.2% | $4,238-23.6% | $5,851-44.6% |
| Admin fee / account holder | $34 | $7,082-99.5% | $5,795-99.4% | $11,599-99.7% |