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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,681 | $47,977-40.2% | $154,114-81.4% | $56,287-49.0% |
| Participation rate | 26.4% | 66.2%-39.8pp | 83.0%-56.6pp | 69.9%-43.4pp |
| Annual return | 27.09% | 3.54%+23.6pp | 735.16%-708.1pp | -9.96%+37.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,122 | $2,392-53.1% | $5,081-77.9% | $3,350-66.5% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.5% |