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 | $12,457 | $46,173-73.0% | $170,435-92.7% | $69,631-82.1% |
| Participation rate | 68.7% | 63.9%+4.8pp | 83.6%-14.9pp | 70.7%-2.0pp |
| Annual return | 20.41% | 21.62%-1.2pp | 205.94%-185.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,668 | $2,080+28.2% | $4,939-46.0% | $3,224-17.2% |
| Admin fee / account holder | $7 | $116-94.0% | $13,881-99.9% | $110-93.7% |