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.
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 | $2,655 | $44,206-94.0% | $94,057-97.2% | $64,728-95.9% |
| Participation rate | 59.7% | 51.0%+8.7pp | 73.3%-13.6pp | 57.9%+1.8pp |
| Annual return | 51.60% | 259.42%-207.8pp | 480.62%-429.0pp | 49.38%+2.2pp |
| Employer contribution / active EE | $673 | $1,635-58.9% | $2,933-77.1% | $2,243-70.0% |
| Participant deferral / active EE | $983 | $1,902-48.3% | $4,709-79.1% | $2,729-64.0% |
| Admin fee / account holder | $284 | $1,230-76.9% | $7,244-96.1% | $1,145-75.2% |