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 | $26,814 | $94,031-71.5% | $115,768-76.8% | $82,448-67.5% |
| Participation rate | 17.9% | 70.4%-52.5pp | 74.4%-56.4pp | 68.1%-50.1pp |
| Annual return | 18.45% | 20.61%-2.2pp | 100.46%-82.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $936 | $3,972-76.4% | $4,917-81.0% | $4,139-77.4% |
| Admin fee / account holder | $98 | $10,249-99.0% | $12,439-99.2% | $7,234-98.6% |