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.
Participant 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 | $1,573 | $51,166-96.9% | $70,544-97.8% | $71,511-97.8% |
| Participation rate | 53.0% | 59.4%-6.4pp | 68.4%-15.4pp | 67.9%-14.9pp |
| Annual return | 54.76% | 42.71%+12.0pp | 32.79%+22.0pp | 28.86%+25.9pp |
| Employer contribution / active EE | $402 | $1,793-77.6% | $2,976-86.5% | $2,589-84.5% |
| Participant deferral / active EE | $941 | $3,031-69.0% | $4,568-79.4% | $4,291-78.1% |
| Admin fee / account holder | $134 | $2,000-93.3% | $6,427-97.9% | $1,588-91.6% |