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 | $15,182 | $77,472-80.4% | $100,415-84.9% | $80,959-81.2% |
| Participation rate | 47.5% | 76.9%-29.5pp | 81.5%-34.1pp | 67.7%-20.2pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.47%-49.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,145 | $6,818-24.5% | $8,091-36.4% | $4,300+19.6% |
| Admin fee / account holder | $81 | $5,885-98.6% | $7,906-99.0% | $6,925-98.8% |