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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,451 | $58,888-43.2% | $178,499-81.3% | $73,493-54.5% |
| Participation rate | 42.8% | 66.2%-23.5pp | 81.9%-39.2pp | 70.7%-27.9pp |
| Annual return | 11.40% | 24.86%-13.5pp | 151.10%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $294 | $2,236-86.8% | $5,011-94.1% | $2,270-87.0% |
| Participant deferral / active EE | $2,677 | $2,568+4.2% | $5,202-48.5% | $3,740-28.4% |
| Admin fee / account holder | $271 | $400-32.2% | $13,986-98.1% | $513-47.1% |