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 | $5,971 | $123,412-95.2% | $69,460-91.4% | $145,978-95.9% |
| Participation rate | 63.6% | 69.2%-5.6pp | 66.4%-2.8pp | 80.3%-16.7pp |
| Annual return | 24.50% | 191.25%-166.7pp | 100.80%-76.3pp | 550.52%-526.0pp |
| Employer contribution / active EE | $1,111 | $2,684-58.6% | $1,714-35.2% | $4,662-76.2% |
| Participant deferral / active EE | $3,118 | $4,240-26.5% | $2,890+7.9% | $6,690-53.4% |
| Admin fee / account holder | $50 | $7,816-99.4% | $4,695-98.9% | $13,400-99.6% |