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 | $2,204 | $56,121-96.1% | $92,985-97.6% | $64,340-96.6% |
| Participation rate | 63.9% | 44.9%+19.0pp | 69.5%-5.6pp | 55.2%+8.7pp |
| Annual return | 0.00% | 19.19%-19.2pp | 27.99%-28.0pp | 24.14%-24.1pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,582 | $2,362-33.0% | $4,377-63.9% | $2,980-46.9% |
| Admin fee / account holder | $141 | $6,869-97.9% | $9,463-98.5% | $3,703-96.2% |