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 | $3,920 | $78,694-95.0% | $67,652-94.2% | $125,389-96.9% |
| Participation rate | 55.6% | 78.8%-23.2pp | 75.7%-20.1pp | 83.2%-27.6pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,126 | $3,044-63.0% | $2,266-50.3% | $4,866-76.9% |
| Participant deferral / active EE | $1,176 | $4,292-72.6% | $3,560-67.0% | $5,352-78.0% |
| Admin fee / account holder | $148 | $7,403-98.0% | $4,821-96.9% | $9,541-98.4% |