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 | $11,229 | $111,830-90.0% | $93,696-88.0% | $145,884-92.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 12.36% | 204.08%-191.7pp | 133.74%-121.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $893 | $3,093-71.1% | $2,422-63.1% | $4,662-80.8% |
| Participant deferral / active EE | $1,117 | $4,920-77.3% | $4,417-74.7% | $6,690-83.3% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |