Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,203 | $58,275-94.5% | $81,844-96.1% | $80,935-96.0% |
| Participation rate | 34.7% | 63.5%-28.7pp | 72.4%-37.7pp | 67.7%-32.9pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $114 | $2,346-95.2% | $2,916-96.1% | $2,757-95.9% |
| Participant deferral / active EE | $1,019 | $3,285-69.0% | $4,323-76.4% | $4,299-76.3% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |