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.
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 | $567 | $36,943-98.5% | $52,425-98.9% | $103,975-99.5% |
| Participation rate | 65.0% | 27.5%+37.5pp | 55.6%+9.4pp | 72.5%-7.5pp |
| Annual return | 33.73% | 17.59%+16.1pp | 302.12%-268.4pp | 19.41%+14.3pp |
| Employer contribution / active EE | $0 | $884-100.0% | $914-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $452 | $1,347-66.5% | $1,790-74.8% | $5,343-91.5% |
| Admin fee / account holder | $56 | $508-88.9% | $2,495-97.7% | $332-83.1% |