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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,810 | $75,388-80.4% | $123,553-88.0% | $55,725-73.4% |
| Participation rate | 99.2% | 75.7%+23.6pp | 82.3%+16.9pp | 70.9%+28.4pp |
| Annual return | 12.56% | 4.48%+8.1pp | 119.21%-106.6pp | 244.93%-232.4pp |
| Employer contribution / active EE | $4,831 | $3,063+57.7% | $4,628+4.4% | $2,078+132.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $120-99.4% | $9,284-100.0% | $115-99.4% |