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.
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 | $8,604 | $46,297-81.4% | $71,671-88.0% | $62,293-86.2% |
| Participation rate | 62.7% | 60.6%+2.0pp | 68.7%-6.1pp | 69.5%-6.8pp |
| Annual return | 18.02% | 22.32%-4.3pp | 20.65%-2.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $314 | $1,412-77.7% | $2,460-87.2% | $2,042-84.6% |
| Participant deferral / active EE | $700 | $2,235-68.7% | $3,438-79.6% | $3,169-77.9% |
| Admin fee / account holder | $15 | $461-96.8% | $5,558-99.7% | $479-96.9% |