Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,034 | $30,107-96.6% | $61,501-98.3% | $64,824-98.4% |
| Participation rate | 50.0% | 36.4%+13.6pp | 52.6%-2.6pp | 71.5%-21.5pp |
| Annual return | 0.00% | -13.99%+14.0pp | 339.04%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $104 | $537-80.6% | $1,160-91.0% | $2,507-95.9% |
| Participant deferral / active EE | $509 | $1,126-54.8% | $2,125-76.0% | $4,311-88.2% |
| Admin fee / account holder | $19 | $148-86.9% | $2,132-99.1% | $188-89.7% |