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.
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 | $37,956 | $77,962-51.3% | $178,540-78.7% | $80,935-53.1% |
| Participation rate | 61.4% | 65.7%-4.3pp | 77.1%-15.7pp | 67.7%-6.3pp |
| Annual return | 12.65% | 18.10%-5.4pp | 27.15%-14.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $280 | $2,280-87.7% | $3,953-92.9% | $2,757-89.9% |
| Participant deferral / active EE | $4,624 | $4,404+5.0% | $6,281-26.4% | $4,299+7.6% |
| Admin fee / account holder | $121 | $7,156-98.3% | $10,424-98.8% | $6,924-98.2% |