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.
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 | $2,652 | $27,826-90.5% | $65,583-96.0% | $71,529-96.3% |
| Participation rate | 69.2% | 57.6%+11.6pp | 65.0%+4.2pp | 67.9%+1.2pp |
| Annual return | 61.85% | 41.56%+20.3pp | 47.46%+14.4pp | 28.97%+32.9pp |
| Employer contribution / active EE | $610 | $1,405-56.6% | $1,692-64.0% | $2,590-76.4% |
| Participant deferral / active EE | $1,541 | $1,861-17.2% | $2,833-45.6% | $4,291-64.1% |
| Admin fee / account holder | $36 | $3,850-99.1% | $4,112-99.1% | $1,588-97.7% |