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 | $14,515 | $77,460-81.3% | $100,378-85.5% | $80,925-82.1% |
| Participation rate | 42.4% | 76.9%-34.5pp | 81.5%-39.1pp | 67.7%-25.2pp |
| Annual return | 24.27% | 37.24%-13.0pp | 49.41%-25.1pp | 35.65%-11.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,005 | $6,818-55.9% | $8,087-62.8% | $4,299-30.1% |
| Admin fee / account holder | $170 | $5,887-97.1% | $7,899-97.8% | $6,940-97.6% |