Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,056 | $49,471-77.7% | $79,583-86.1% | $66,949-83.5% |
| Participation rate | 36.0% | 61.4%-25.4pp | 69.5%-33.5pp | 69.8%-33.9pp |
| Annual return | -14.81% | 84.30%-99.1pp | 0.16%-15.0pp | 1.57%-16.4pp |
| Employer contribution / active EE | $778 | $1,266-38.5% | $2,414-67.8% | $2,545-69.4% |
| Participant deferral / active EE | $1,227 | $3,160-61.2% | $3,986-69.2% | $4,239-71.1% |
| Admin fee / account holder | $80 | $595-86.5% | $6,835-98.8% | $594-86.5% |