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.
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 | $2,708 | $91,760-97.0% | $156,181-98.3% | $67,986-96.0% |
| Participation rate | 32.4% | 65.0%-32.6pp | 78.8%-46.5pp | 57.2%-24.8pp |
| Annual return | 15.34% | 18.14%-2.8pp | 64.87%-49.5pp | 31.67%-16.3pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $434 | $3,960-89.0% | $6,132-92.9% | $3,358-87.1% |
| Admin fee / account holder | $247 | $3,949-93.7% | $14,586-98.3% | $3,203-92.3% |