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 | $7,312 | $142,361-94.9% | $119,608-93.9% | $134,509-94.6% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $529 | $5,224-89.9% | $4,232-87.5% | $4,741-88.8% |
| Participant deferral / active EE | $3,342 | $6,468-48.3% | $5,601-40.3% | $6,400-47.8% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |