Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,471 | $80,138-84.4% | $130,231-90.4% | $71,495-82.6% |
| Participation rate | 44.0% | 71.0%-27.0pp | 76.3%-32.3pp | 67.9%-24.0pp |
| Annual return | 73.25% | 16.81%+56.4pp | 38.77%+34.5pp | 28.85%+44.4pp |
| Employer contribution / active EE | $17 | $2,834-99.4% | $4,126-99.6% | $2,589-99.4% |
| Participant deferral / active EE | $2,777 | $4,641-40.2% | $6,799-59.2% | $4,291-35.3% |
| Admin fee / account holder | $270 | $1,035-73.9% | $6,020-95.5% | $1,588-83.0% |