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 | $2,874 | $82,674-96.5% | $125,358-97.7% | $68,498-95.8% |
| Participation rate | 31.1% | 75.0%-43.9pp | 82.4%-51.3pp | 67.9%-36.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.03%-572.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $859 | $6,111-85.9% | $7,447-88.5% | $4,027-78.7% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,007-100.0% | $5,403-100.0% |