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 | $1,946 | $30,423-93.6% | $56,025-96.5% | $74,478-97.4% |
| Participation rate | 56.0% | 32.9%+23.1pp | 52.5%+3.5pp | 67.2%-11.2pp |
| Annual return | 15.88% | 24.97%-9.1pp | 1712.69%-1696.8pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $209 | $610-65.7% | $1,042-79.9% | $2,626-92.0% |
| Participant deferral / active EE | $397 | $1,176-66.2% | $1,955-79.7% | $4,350-90.9% |
| Admin fee / account holder | $118 | $2,363-95.0% | $2,828-95.8% | $1,946-93.9% |