Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,129 | $16,790-93.3% | $64,489-98.3% | $67,986-98.3% |
| Participation rate | 64.4% | 62.4%+2.0pp | 67.7%-3.3pp | 57.2%+7.2pp |
| Annual return | 19.29% | 30.55%-11.3pp | 55.03%-35.7pp | 31.67%-12.4pp |
| Employer contribution / active EE | $442 | $648-31.7% | $1,523-71.0% | $2,019-78.1% |
| Participant deferral / active EE | $836 | $1,510-44.7% | $2,778-69.9% | $3,358-75.1% |
| Admin fee / account holder | $178 | $1,690-89.5% | $4,260-95.8% | $3,203-94.4% |