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 | $5,301 | $46,173-88.5% | $170,435-96.9% | $69,631-92.4% |
| Participation rate | 24.8% | 63.9%-39.1pp | 83.6%-58.8pp | 70.7%-45.9pp |
| Annual return | 20.95% | 21.62%-0.7pp | 205.94%-185.0pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $296 | $1,610-81.6% | $5,432-94.5% | $2,032-85.4% |
| Participant deferral / active EE | $415 | $2,080-80.1% | $4,939-91.6% | $3,224-87.1% |
| Admin fee / account holder | $138 | $116+18.8% | $13,881-99.0% | $110+24.7% |