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 | $915 | $52,353-98.3% | $120,225-99.2% | $82,448-98.9% |
| Participation rate | 61.7% | 58.3%+3.4pp | 69.6%-7.9pp | 68.1%-6.4pp |
| Annual return | 77.40% | 61.85%+15.5pp | 439.23%-361.8pp | 41.64%+35.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $533 | $2,627-79.7% | $3,999-86.7% | $4,139-87.1% |
| Admin fee / account holder | $13 | $4,363-99.7% | $5,696-99.8% | $7,234-99.8% |