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.
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 | $19,159 | $91,517-79.1% | $101,275-81.1% | $73,412-73.9% |
| Participation rate | 43.3% | 73.8%-30.5pp | 75.8%-32.5pp | 72.2%-28.9pp |
| Annual return | 20.22% | 17.17%+3.1pp | 46.48%-26.3pp | 59.30%-39.1pp |
| Employer contribution / active EE | $1,157 | $2,877-59.8% | $3,660-68.4% | $2,234-48.2% |
| Participant deferral / active EE | $1,894 | $3,338-43.3% | $4,371-56.7% | $3,806-50.2% |
| Admin fee / account holder | $129 | $216-40.0% | $5,948-97.8% | $158-18.0% |