Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,199 | $51,620-95.7% | $90,304-97.6% | $65,185-96.6% |
| Participation rate | 7.1% | 68.6%-61.5pp | 73.3%-66.1pp | 70.2%-63.1pp |
| Annual return | 32.35% | 24.94%+7.4pp | 78.13%-45.8pp | 29.38%+3.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,855-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $188 | $2,871-93.5% | $3,885-95.2% | $3,514-94.7% |
| Admin fee / account holder | $260 | $384-32.3% | $5,354-95.1% | $847-69.3% |