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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,652 | $80,753-64.5% | $136,297-79.0% | $62,293-54.0% |
| Participation rate | 62.3% | 73.5%-11.3pp | 81.9%-19.6pp | 69.5%-7.2pp |
| Annual return | 27.94% | 35.83%-7.9pp | 5156.19%-5128.3pp | 28.90%-1.0pp |
| Employer contribution / active EE | $4,648 | $2,884+61.2% | $4,696-1.0% | $2,042+127.6% |
| Participant deferral / active EE | $6,801 | $5,164+31.7% | $6,247+8.9% | $3,169+114.6% |
| Admin fee / account holder | $29 | $525-94.6% | $9,244-99.7% | $479-94.0% |