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 | $4,504 | $152,651-97.0% | $105,218-95.7% | $125,389-96.4% |
| Participation rate | 50.0% | 81.5%-31.5pp | 77.2%-27.2pp | 83.2%-33.2pp |
| Annual return | 0.00% | 8.24%-8.2pp | 5.33%-5.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $628 | $4,802-86.9% | $3,255-80.7% | $4,866-87.1% |
| Participant deferral / active EE | $1,655 | $6,660-75.1% | $4,867-66.0% | $5,352-69.1% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |