Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
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 | $35,421 | $106,749-66.8% | $145,433-75.6% | $82,448-57.0% |
| Participation rate | 63.3% | 75.6%-12.4pp | 82.1%-18.9pp | 68.1%-4.8pp |
| Annual return | 17.16% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,132 | $3,444-9.1% | $4,554-31.2% | $2,551+22.8% |
| Participant deferral / active EE | $1,749 | $6,519-73.2% | $7,897-77.9% | $4,139-57.8% |
| Admin fee / account holder | $16 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |