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.
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 | $13,661 | $48,364-71.8% | $71,796-81.0% | $62,881-78.3% |
| Participation rate | 53.1% | 60.6%-7.5pp | 69.1%-16.0pp | 69.3%-16.2pp |
| Annual return | 6.61% | 13.16%-6.5pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,287 | $2,091-38.4% | $2,794-53.9% | $3,203-59.8% |
| Admin fee / account holder | $39 | $3,771-99.0% | $4,815-99.2% | $4,296-99.1% |