Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $762 | $107,741-99.3% | $96,576-99.2% | $79,634-99.0% |
| Participation rate | 16.9% | 79.1%-62.2pp | 81.4%-64.6pp | 62.5%-45.6pp |
| Annual return | 22.69% | 19.24%+3.5pp | 38.47%-15.8pp | 36.46%-13.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $3,553-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $86 | $7,899-98.9% | $7,956-98.9% | $3,835-97.7% |
| Admin fee / account holder | $98 | $1,150-91.4% | $11,381-99.1% | $1,002-90.2% |