Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,811 | $66,124-89.7% | $90,430-92.5% | $73,493-90.7% |
| Participation rate | 37.4% | 69.7%-32.3pp | 72.7%-35.3pp | 70.7%-33.3pp |
| Annual return | 5.48% | 17.65%-12.2pp | 1293.73%-1288.2pp | 28.51%-23.0pp |
| Employer contribution / active EE | $420 | $2,346-82.1% | $3,262-87.1% | $2,270-81.5% |
| Participant deferral / active EE | $1,161 | $3,039-61.8% | $3,963-70.7% | $3,740-69.0% |
| Admin fee / account holder | $7 | $396-98.3% | $5,613-99.9% | $513-98.7% |