Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Employer contribution per participant 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 | $8,741 | $58,627-85.1% | $76,735-88.6% | $82,448-89.4% |
| Participation rate | 59.7% | 63.2%-3.5pp | 69.5%-9.8pp | 68.1%-8.4pp |
| Annual return | 16.75% | 39.10%-22.3pp | 29.77%-13.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $307 | $1,729-82.2% | $2,454-87.5% | $2,551-87.9% |
| Participant deferral / active EE | $1,676 | $3,134-46.5% | $4,088-59.0% | $4,139-59.5% |
| Admin fee / account holder | $50 | $5,323-99.1% | $7,189-99.3% | $7,234-99.3% |