Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,509 | $63,314-83.4% | $91,004-88.5% | $62,293-83.1% |
| Participation rate | 59.7% | 73.3%-13.7pp | 75.6%-15.9pp | 69.5%-9.9pp |
| Annual return | 22.20% | 21.00%+1.2pp | 4.60%+17.6pp | 28.90%-6.7pp |
| Employer contribution / active EE | $693 | $1,807-61.7% | $2,456-71.8% | $2,042-66.1% |
| Participant deferral / active EE | $1,534 | $2,944-47.9% | $3,548-56.8% | $3,169-51.6% |
| Admin fee / account holder | $24 | $468-94.8% | $5,417-99.6% | $479-95.0% |