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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,807 | $51,466+20.1% | $78,778-21.5% | $62,293-0.8% |
| Participation rate | 19.3% | 59.8%-40.5pp | 69.2%-49.9pp | 69.5%-50.2pp |
| Annual return | 17.94% | 19.96%-2.0pp | 35.62%-17.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $487 | $827-41.1% | $1,986-75.5% | $2,042-76.1% |
| Participant deferral / active EE | $894 | $2,147-58.4% | $2,958-69.8% | $3,169-71.8% |
| Admin fee / account holder | $14 | $489-97.2% | $5,134-99.7% | $479-97.1% |