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 | $12,656 | $55,449-77.2% | $83,830-84.9% | $56,287-77.5% |
| Participation rate | 60.7% | 68.0%-7.3pp | 76.1%-15.4pp | 69.9%-9.2pp |
| Annual return | -4.44% | -1.38%-3.1pp | 850.97%-855.4pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,221 | $2,430-49.8% | $3,631-66.4% | $2,111-42.2% |
| Participant deferral / active EE | $1,537 | $2,935-47.7% | $4,082-62.4% | $3,350-54.1% |
| Admin fee / account holder | $17 | $656-97.4% | $5,479-99.7% | $521-96.7% |