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.
Participant contribution per participant 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 | $15,204 | $49,138-69.1% | $84,021-81.9% | $65,185-76.7% |
| Participation rate | 24.8% | 60.7%-36.0pp | 69.0%-44.3pp | 70.2%-45.4pp |
| Annual return | 28.93% | 23.00%+5.9pp | 71.32%-42.4pp | 29.38%-0.5pp |
| Employer contribution / active EE | $556 | $914-39.1% | $1,984-72.0% | $2,177-74.4% |
| Participant deferral / active EE | $1,051 | $2,397-56.1% | $3,239-67.5% | $3,514-70.1% |
| Admin fee / account holder | $21 | $543-96.1% | $6,102-99.6% | $847-97.5% |