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.
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 | $5,018 | $92,743-94.6% | $82,744-93.9% | $134,532-96.3% |
| Participation rate | 23.8% | 75.2%-51.4pp | 72.6%-48.8pp | 81.2%-57.4pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $44 | $3,273-98.7% | $3,008-98.5% | $4,741-99.1% |
| Participant deferral / active EE | $1,159 | $4,802-75.9% | $4,395-73.6% | $6,401-81.9% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |