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.
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 | $5,326 | $102,429-94.8% | $147,096-96.4% | $80,925-93.4% |
| Participation rate | 96.9% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 17.32% | 135.02%-117.7pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,155 | $3,716-68.9% | $4,936-76.6% | $2,756-58.1% |
| Participant deferral / active EE | $2,016 | $6,649-69.7% | $8,071-75.0% | $4,299-53.1% |
| Admin fee / account holder | $274 | $7,957-96.6% | $13,005-97.9% | $6,940-96.1% |