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.
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 | $12,678 | $80,177-84.2% | $123,894-89.8% | $57,658-78.0% |
| Participation rate | 48.9% | 74.4%-25.5pp | 81.4%-32.5pp | 70.2%-21.3pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,893 | $5,130-24.1% | $5,984-35.0% | $3,061+27.2% |
| Admin fee / account holder | $96 | $106-9.6% | $8,357-98.9% | $95+1.6% |