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.
Employer 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 | $2,594 | $46,464-94.4% | $150,298-98.3% | $79,634-96.7% |
| Participation rate | 65.2% | 57.0%+8.2pp | 77.8%-12.6pp | 62.5%+2.7pp |
| Annual return | 31.10% | 27.89%+3.2pp | 62.79%-31.7pp | 36.46%-5.4pp |
| Employer contribution / active EE | $209 | $1,512-86.2% | $4,154-95.0% | $2,529-91.7% |
| Participant deferral / active EE | $750 | $2,157-65.2% | $5,453-86.2% | $3,835-80.4% |
| Admin fee / account holder | $132 | $891-85.2% | $14,116-99.1% | $1,002-86.8% |