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.
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 | $2,176 | $25,014-91.3% | $69,632-96.9% | $80,959-97.3% |
| Participation rate | 35.0% | 64.2%-29.2pp | 66.4%-31.4pp | 67.7%-32.7pp |
| Annual return | 16.01% | 19.08%-3.1pp | 101.32%-85.3pp | 35.67%-19.7pp |
| Employer contribution / active EE | $471 | $991-52.5% | $1,708-72.5% | $2,757-82.9% |
| Participant deferral / active EE | $838 | $1,840-54.4% | $2,889-71.0% | $4,300-80.5% |
| Admin fee / account holder | $149 | $2,491-94.0% | $4,695-96.8% | $6,925-97.8% |