Sign up free to preview peer percentile detail
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 | $1,614 | $69,774-97.7% | $67,561-97.6% | $74,429-97.8% |
| Participation rate | 35.7% | 71.4%-35.7pp | 72.9%-37.2pp | 67.2%-31.5pp |
| Annual return | 0.00% | -40.53%+40.5pp | 3525.44%-3525.4pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $696 | $3,636-80.9% | $4,003-82.6% | $4,348-84.0% |
| Admin fee / account holder | $88 | $890-90.1% | $4,006-97.8% | $1,944-95.5% |