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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,257 | $41,016-72.6% | $152,093-92.6% | $64,097-82.4% |
| Participation rate | 67.5% | 51.3%+16.1pp | 77.8%-10.3pp | 55.2%+12.3pp |
| Annual return | 3.47% | 39.60%-36.1pp | 66.36%-62.9pp | 34.64%-31.2pp |
| Employer contribution / active EE | $607 | $1,342-54.8% | $4,175-85.5% | $1,891-67.9% |
| Participant deferral / active EE | $645 | $1,927-66.5% | $5,451-88.2% | $3,080-79.0% |
| Admin fee / account holder | $0 | $2,305-100.0% | $14,497-100.0% | $3,454-100.0% |