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 | $2,862 | $78,690-96.4% | $161,489-98.2% | $87,485-96.7% |
| Participation rate | 47.4% | 67.5%-20.1pp | 78.7%-31.3pp | 68.9%-21.6pp |
| Annual return | 0.00% | 32.74%-32.7pp | 89.72%-89.7pp | 26.06%-26.1pp |
| Employer contribution / active EE | $260 | $2,588-89.9% | $4,268-93.9% | $2,596-90.0% |
| Participant deferral / active EE | $1,100 | $3,311-66.8% | $5,630-80.5% | $4,274-74.3% |
| Admin fee / account holder | $133 | $6,724-98.0% | $16,006-99.2% | $7,775-98.3% |