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 | $1,915 | $24,811-92.3% | $69,701-97.3% | $74,546-97.4% |
| Participation rate | 52.4% | 63.5%-11.1pp | 66.4%-14.1pp | 67.2%-14.8pp |
| Annual return | 20.10% | 18.53%+1.6pp | 100.32%-80.2pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $458 | $1,003-54.3% | $1,713-73.3% | $2,624-82.6% |
| Participant deferral / active EE | $1,249 | $1,904-34.4% | $2,887-56.7% | $4,347-71.3% |
| Admin fee / account holder | $258 | $1,898-86.4% | $4,717-94.5% | $1,944-86.7% |