Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
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 | $8,993 | $49,138-81.7% | $84,023-89.3% | $65,186-86.2% |
| Participation rate | 23.9% | 60.7%-36.8pp | 69.0%-45.1pp | 70.2%-46.3pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.32%-71.3pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,272 | $2,397-46.9% | $3,239-60.7% | $3,514-63.8% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |