Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,151 | $47,977-89.3% | $154,111-96.7% | $56,287-90.8% |
| Participation rate | 21.9% | 66.2%-44.3pp | 83.0%-61.1pp | 69.9%-47.9pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.18%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $327 | $2,169-84.9% | $5,298-93.8% | $2,111-84.5% |
| Participant deferral / active EE | $388 | $2,392-83.8% | $5,081-92.4% | $3,350-88.4% |
| Admin fee / account holder | $37 | $438-91.5% | $13,411-99.7% | $521-92.9% |