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 | $4,732 | $102,422-95.4% | $147,117-96.8% | $80,959-94.2% |
| Participation rate | 64.4% | 75.9%-11.4pp | 82.2%-17.7pp | 67.7%-3.2pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,047 | $3,717-71.8% | $4,932-78.8% | $2,757-62.0% |
| Participant deferral / active EE | $1,784 | $6,652-73.2% | $8,065-77.9% | $4,300-58.5% |
| Admin fee / account holder | $5 | $7,953-99.9% | $12,993-100.0% | $6,925-99.9% |