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.
Employer 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 | $3,171 | $45,126-93.0% | $85,187-96.3% | $74,459-95.7% |
| Participation rate | 67.6% | 49.4%+18.3pp | 67.5%+0.1pp | 67.2%+0.4pp |
| Annual return | 14.31% | 26.30%-12.0pp | 66.67%-52.4pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,609 | $2,738-41.2% | $4,525-64.4% | $4,350-63.0% |
| Admin fee / account holder | $119 | $2,212-94.6% | $6,162-98.1% | $1,945-93.9% |