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 | $81,476-80.1% | $102,383-84.1% | $80,925-79.9% |
| Participation rate | 47.4% | 66.8%-19.5pp | 74.5%-27.1pp | 67.7%-20.3pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,189 | $3,105-61.7% | $3,870-69.3% | $2,756-56.9% |
| Participant deferral / active EE | $5,413 | $3,871+39.8% | $5,060+7.0% | $4,299+25.9% |
| Admin fee / account holder | $24 | $6,717-99.6% | $8,391-99.7% | $6,940-99.7% |