Sign up free to preview peer percentile detail
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 | $5,545 | $43,496-87.3% | $161,489-96.6% | $64,340-91.4% |
| Participation rate | 60.5% | 53.5%+6.9pp | 78.7%-18.2pp | 55.2%+5.2pp |
| Annual return | 77.67% | 20.76%+56.9pp | 89.72%-12.1pp | 24.14%+53.5pp |
| Employer contribution / active EE | $214 | $1,431-85.0% | $4,268-95.0% | $1,862-88.5% |
| Participant deferral / active EE | $2,557 | $1,996+28.1% | $5,630-54.6% | $2,980-14.2% |
| Admin fee / account holder | $94 | $2,330-96.0% | $16,006-99.4% | $3,703-97.5% |