Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,153 | $111,830-94.5% | $93,696-93.4% | $145,884-95.8% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 0.00% | 204.08%-204.1pp | 133.74%-133.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $633 | $3,093-79.5% | $2,422-73.8% | $4,662-86.4% |
| Participant deferral / active EE | $902 | $4,920-81.7% | $4,417-79.6% | $6,690-86.5% |
| Admin fee / account holder | $7 | $10,249-99.9% | $8,287-99.9% | $13,392-99.9% |