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.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461 | $24,811-98.1% | $69,701-99.3% | $74,546-99.4% |
| Participation rate | 63.4% | 63.5%-0.1pp | 66.4%-3.1pp | 67.2%-3.8pp |
| Annual return | 21.07% | 18.53%+2.5pp | 100.32%-79.2pp | 1366.03%-1345.0pp |
| Employer contribution / active EE | $304 | $1,003-69.7% | $1,713-82.3% | $2,624-88.4% |
| Participant deferral / active EE | $697 | $1,904-63.4% | $2,887-75.8% | $4,347-84.0% |
| Admin fee / account holder | $1 | $1,898-99.9% | $4,717-100.0% | $1,944-99.9% |