Sample gap report · FeatureHeld

Sample data, not a real company. Every name and number is made up to show the layout. Download the PDF for a printable copy.

Sample data — not a real company · Example data only

FeatureHeld gap report

Sample Employer · Sample 401(k) plan · Example pulse

Sample shown for 200 invited. FeatureHeld works for plan sponsors of any size.

Response rate (published first)142 of 200 invitedcompleted the example pulse.

Shared with the group118 people24 chose not to share their answers with the group.

Group results shownGroups of 5 or moreSmaller groups stay hidden.

What people believed vs. what the plan says

Plan feature	What the sample plan says	Most common belief (example)	Reading
Employer match	100% of what you save, up to 6% of pay	“Not sure”	Gap
Vesting	20% per year of service, full after 5 years	“All employer money is mine right away”	Gap
Auto-enrollment	New hires save 3% of pay. They can change that rate or opt out, as the plan allows.	“They save 3% of pay”	Aligned
Fees	Listed in the plan’s fee disclosure	“There are no fees”	Gap
Defaults	Money goes to the plan’s default fund unless you choose	“Not sure”	Gap

By group (example)

Group	People who shared	Biggest gap
Plant A	54	Vesting
Office	57	Fees
Night shift	7	Defaults

Group-only results. The employer sees group results only, and only when 5 or more people in a group share. A split by age or role shows only if every group has 5 or more people; if any group has fewer than 5, the whole split is hidden. No one’s individual answers are ever shown.

Next steps (education only)

Short plain-language lessons on the features with gaps, in the order of the biggest gaps. Employees can take investment questions to the plan's adviser, if it has one, or a financial professional they choose.

Education only; not investment, legal, or tax advice. FeatureHeld does not change your plan or pick investments.