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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,003 | $65,125-83.1% | $143,797-92.3% | $66,949-83.6% |
| Participation rate | 66.4% | 65.2%+1.2pp | 80.3%-13.9pp | 69.8%-3.4pp |
| Annual return | 3.46% | -11.13%+14.6pp | -0.04%+3.5pp | 1.57%+1.9pp |
| Employer contribution / active EE | $573 | $2,362-75.7% | $4,952-88.4% | $2,545-77.5% |
| Participant deferral / active EE | $619 | $2,920-78.8% | $5,638-89.0% | $4,239-85.4% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |