Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,548 | $72,448-48.2% | $118,746-68.4% | $69,631-46.1% |
| Participation rate | 24.9% | 79.7%-54.8pp | 78.3%-53.4pp | 70.7%-45.8pp |
| Annual return | 18.13% | 19.06%-0.9pp | 24.54%-6.4pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,311 | $3,771-65.2% | $4,193-68.7% | $2,032-35.5% |
| Participant deferral / active EE | $1,202 | $4,943-75.7% | $5,332-77.5% | $3,224-62.7% |
| Admin fee / account holder | $16 | $99-83.4% | $10,720-99.8% | $110-85.1% |