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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259 | $49,976-99.5% | $66,674-99.6% | $82,637-99.7% |
| Participation rate | 67.2% | 63.1%+4.1pp | 73.7%-6.4pp | 68.1%-0.8pp |
| Annual return | 44.90% | 39.09%+5.8pp | 321.24%-276.3pp | 53.51%-8.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $327 | $2,847-88.5% | $4,084-92.0% | $4,126-92.1% |
| Admin fee / account holder | $33 | $4,594-99.3% | $5,098-99.4% | $7,339-99.6% |