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.
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 | $32,900 | $83,045-60.4% | $130,045-74.7% | $71,511-54.0% |
| Participation rate | 68.9% | 74.1%-5.3pp | 78.5%-9.6pp | 67.9%+0.9pp |
| Annual return | 23.51% | 20.61%+2.9pp | -137.30%+160.8pp | 28.86%-5.3pp |
| Employer contribution / active EE | $2,177 | $2,623-17.0% | $4,321-49.6% | $2,589-15.9% |
| Participant deferral / active EE | $4,805 | $4,436+8.3% | $5,820-17.4% | $4,291+12.0% |
| Admin fee / account holder | $5 | $1,727-99.7% | $10,600-100.0% | $1,588-99.7% |