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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233 | $122,962-99.8% | $71,585-99.7% | $138,895-99.8% |
| Participation rate | 14.3% | 68.9%-54.6pp | 68.2%-53.9pp | 79.9%-65.6pp |
| Annual return | 0.00% | 37.84%-37.8pp | 59.26%-59.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $783 | $2,620-70.1% | $1,669-53.1% | $4,194-81.3% |
| Participant deferral / active EE | $2,474 | $4,311-42.6% | $2,923-15.4% | $6,396-61.3% |
| Admin fee / account holder | $67 | $6,488-99.0% | $4,712-98.6% | $12,562-99.5% |