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 | $16,236 | $81,504-80.1% | $102,437-84.2% | $80,959-79.9% |
| Participation rate | 47.4% | 66.9%-19.5pp | 74.5%-27.1pp | 67.7%-20.3pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,189 | $3,104-61.7% | $3,871-69.3% | $2,757-56.9% |
| Participant deferral / active EE | $5,413 | $3,871+39.8% | $5,060+7.0% | $4,300+25.9% |
| Admin fee / account holder | $24 | $6,719-99.6% | $8,388-99.7% | $6,925-99.7% |