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 | $5,792 | $57,073-89.9% | $85,126-93.2% | $80,925-92.8% |
| Participation rate | 65.0% | 56.4%+8.6pp | 67.5%-2.5pp | 67.7%-2.7pp |
| Annual return | 0.00% | 21.69%-21.7pp | 66.63%-66.6pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,658 | $1,801-7.9% | $2,731-39.3% | $2,756-39.9% |
| Participant deferral / active EE | $2,389 | $3,113-23.3% | $4,523-47.2% | $4,299-44.4% |
| Admin fee / account holder | $276 | $4,988-94.5% | $6,160-95.5% | $6,940-96.0% |