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 | $6,869 | $55,470-87.6% | $155,556-95.6% | $74,478-90.8% |
| Participation rate | 43.5% | 61.9%-18.4pp | 78.2%-34.7pp | 67.2%-23.7pp |
| Annual return | 21.28% | 269.80%-248.5pp | 64.84%-43.6pp | 1370.56%-1349.3pp |
| Employer contribution / active EE | $494 | $2,267-78.2% | $4,675-89.4% | $2,626-81.2% |
| Participant deferral / active EE | $1,207 | $2,838-57.5% | $5,631-78.6% | $4,350-72.3% |
| Admin fee / account holder | $6 | $1,744-99.7% | $15,885-100.0% | $1,946-99.7% |