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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,517 | $46,360-85.9% | $147,617-95.6% | $52,331-87.5% |
| Participation rate | 24.7% | 64.9%-40.3pp | 84.6%-59.9pp | 68.1%-43.4pp |
| Annual return | -6.98% | 1.62%-8.6pp | 61.98%-69.0pp | 4.54%-11.5pp |
| Employer contribution / active EE | $298 | $2,126-86.0% | $5,564-94.6% | $1,882-84.2% |
| Participant deferral / active EE | $642 | $2,258-71.5% | $4,895-86.9% | $3,022-78.7% |
| Admin fee / account holder | $5 | $766-99.4% | $11,612-100.0% | $592-99.2% |