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.
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 | $29,314 | $58,726-50.1% | $92,240-68.2% | $62,293-52.9% |
| Participation rate | 11.0% | 68.3%-57.3pp | 76.5%-65.5pp | 69.5%-58.5pp |
| Annual return | 14.72% | 43.62%-28.9pp | 176.29%-161.6pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $214 | $2,766-92.2% | $3,897-94.5% | $3,169-93.2% |
| Admin fee / account holder | $21 | $556-96.2% | $5,194-99.6% | $479-95.6% |