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.
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 | $7,002 | $47,163-85.2% | $149,696-95.3% | $74,460-90.6% |
| Participation rate | 65.5% | 63.4%+2.1pp | 78.8%-13.3pp | 70.7%-5.3pp |
| Annual return | 62.60% | 22.75%+39.8pp | 134.46%-71.9pp | 34.38%+28.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,749 | $2,730-35.9% | $5,682-69.2% | $4,530-61.4% |
| Admin fee / account holder | $131 | $343-61.7% | $13,212-99.0% | $348-62.2% |