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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,273 | $45,343-75.1% | $150,298-92.5% | $67,986-83.4% |
| Participation rate | 63.5% | 51.9%+11.6pp | 77.8%-14.3pp | 57.2%+6.3pp |
| Annual return | 13.90% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $393 | $1,462-73.1% | $4,154-90.5% | $2,019-80.5% |
| Participant deferral / active EE | $567 | $2,055-72.4% | $5,453-89.6% | $3,358-83.1% |
| Admin fee / account holder | $15 | $2,250-99.4% | $14,116-99.9% | $3,203-99.5% |