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 | $12,412 | $72,177-82.8% | $115,038-89.2% | $59,633-79.2% |
| Participation rate | 53.3% | 72.6%-19.3pp | 81.4%-28.1pp | 68.7%-15.4pp |
| Annual return | -3.36% | 12.02%-15.4pp | 26.14%-29.5pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,618 | $2,841-43.0% | $4,608-64.9% | $2,203-26.5% |
| Participant deferral / active EE | $2,672 | $4,783-44.1% | $6,026-55.7% | $3,192-16.3% |
| Admin fee / account holder | $105 | $4,927-97.9% | $8,175-98.7% | $4,297-97.6% |