Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,168 | $58,726-82.7% | $92,240-89.0% | $62,293-83.7% |
| Participation rate | 56.8% | 68.3%-11.5pp | 76.5%-19.7pp | 69.5%-12.7pp |
| Annual return | 17.13% | 43.62%-26.5pp | 176.29%-159.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,458 | $2,392-39.0% | $3,680-60.4% | $2,042-28.6% |
| Participant deferral / active EE | $1,374 | $2,766-50.3% | $3,897-64.7% | $3,169-56.7% |
| Admin fee / account holder | $11 | $556-98.0% | $5,194-99.8% | $479-97.6% |