Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,293 | $55,472-86.9% | $155,567-95.3% | $74,546-90.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.79% | 268.72%-255.9pp | 64.74%-51.9pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $990 | $2,269-56.4% | $4,674-78.8% | $2,624-62.3% |
| Participant deferral / active EE | $1,509 | $2,838-46.8% | $5,628-73.2% | $4,347-65.3% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,916-99.9% | $1,944-99.5% |