Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,357 | $136,307-79.2% | $177,848-84.1% | $73,497-61.4% |
| Participation rate | 59.2% | 86.1%-26.9pp | 87.7%-28.6pp | 70.7%-11.5pp |
| Annual return | 22.63% | 18.68%+4.0pp | 48.33%-25.7pp | 28.51%-5.9pp |
| Employer contribution / active EE | $1,922 | $3,712-48.2% | $5,919-67.5% | $2,270-15.4% |
| Participant deferral / active EE | $3,585 | $5,829-38.5% | $7,714-53.5% | $3,740-4.1% |
| Admin fee / account holder | $13 | $596-97.8% | $12,431-99.9% | $513-97.4% |