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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,909 | $82,674-85.6% | $125,363-90.5% | $68,495-82.6% |
| Participation rate | 36.8% | 75.0%-38.3pp | 82.4%-45.6pp | 67.9%-31.1pp |
| Annual return | -18.51% | -5.97%-12.5pp | 572.15%-590.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $776 | $3,382-77.1% | $4,815-83.9% | $2,596-70.1% |
| Participant deferral / active EE | $1,269 | $6,111-79.2% | $7,447-83.0% | $4,028-68.5% |
| Admin fee / account holder | $129 | $6,276-97.9% | $10,005-98.7% | $5,403-97.6% |