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 | $11,815 | $162,136-92.7% | $152,301-92.2% | $154,746-92.4% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 27.60% | 91.02%-63.4pp | 80.50%-52.9pp | 172.34%-144.7pp |
| Employer contribution / active EE | $1,114 | $4,890-77.2% | $4,624-75.9% | $4,379-74.6% |
| Participant deferral / active EE | $1,994 | $8,341-76.1% | $8,004-75.1% | $6,730-70.4% |
| Admin fee / account holder | $19 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |