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 | $529 | $50,902-99.0% | $155,534-99.7% | $77,736-99.3% |
| Participation rate | 38.7% | 63.1%-24.4pp | 78.2%-39.5pp | 70.6%-31.9pp |
| Annual return | 12.78% | 34.85%-22.1pp | 64.92%-52.1pp | 31.26%-18.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $121 | $2,824-95.7% | $5,630-97.9% | $4,651-97.4% |
| Admin fee / account holder | $60 | $437-86.3% | $15,900-99.6% | $433-86.2% |