Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
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 | $3,652 | $76,407-95.2% | $150,298-97.6% | $82,448-95.6% |
| Participation rate | 63.3% | 66.4%-3.1pp | 77.8%-14.5pp | 68.1%-4.8pp |
| Annual return | 18.76% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $829 | $3,214-74.2% | $5,453-84.8% | $4,139-80.0% |
| Admin fee / account holder | $190 | $6,352-97.0% | $14,116-98.7% | $7,234-97.4% |