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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,379 | $51,878-87.7% | $68,368-90.7% | $79,634-92.0% |
| Participation rate | 21.3% | 53.7%-32.4pp | 73.8%-52.5pp | 62.5%-41.2pp |
| Annual return | 27.23% | 137.43%-110.2pp | 292.57%-265.3pp | 36.46%-9.2pp |
| Employer contribution / active EE | $222 | $1,931-88.5% | $2,649-91.6% | $2,529-91.2% |
| Participant deferral / active EE | $562 | $2,577-78.2% | $4,123-86.4% | $3,835-85.4% |
| Admin fee / account holder | $160 | $942-83.0% | $5,150-96.9% | $1,002-84.1% |