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 | $16,344 | $85,515-80.9% | $112,040-85.4% | $67,986-76.0% |
| Participation rate | 67.1% | 68.2%-1.1pp | 76.5%-9.4pp | 57.2%+9.9pp |
| Annual return | 21.89% | 29.68%-7.8pp | 24.52%-2.6pp | 31.67%-9.8pp |
| Employer contribution / active EE | $658 | $2,191-70.0% | $2,954-77.7% | $2,019-67.4% |
| Participant deferral / active EE | $2,781 | $4,014-30.7% | $5,098-45.4% | $3,358-17.2% |
| Admin fee / account holder | $295 | $3,774-92.2% | $12,098-97.6% | $3,203-90.8% |