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.
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 | $16,049 | $106,749-85.0% | $145,433-89.0% | $82,448-80.5% |
| Participation rate | 65.7% | 75.6%-9.9pp | 82.1%-16.4pp | 68.1%-2.4pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $3,004 | $3,444-12.8% | $4,554-34.0% | $2,551+17.8% |
| Participant deferral / active EE | $8,226 | $6,519+26.2% | $7,897+4.2% | $4,139+98.7% |
| Admin fee / account holder | $94 | $8,390-98.9% | $13,129-99.3% | $7,234-98.7% |