Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,036 | $27,243-96.2% | $52,425-98.0% | $79,634-98.7% |
| Participation rate | 55.2% | 22.4%+32.7pp | 55.6%-0.5pp | 62.5%-7.3pp |
| Annual return | 135.40% | 63.36%+72.0pp | 302.12%-166.7pp | 36.46%+98.9pp |
| Employer contribution / active EE | $250 | $319-21.7% | $914-72.7% | $2,529-90.1% |
| Participant deferral / active EE | $536 | $636-15.7% | $1,790-70.1% | $3,835-86.0% |
| Admin fee / account holder | $40 | $2,105-98.1% | $2,495-98.4% | $1,002-96.0% |