Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $20,998 | $29,736-29.4% | $56,033-62.5% | $80,935-74.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 22.00% | 35.28%-13.3pp | 1711.38%-1689.4pp | 35.66%-13.7pp |
| Employer contribution / active EE | $2,943 | $671+338.3% | $1,041+182.7% | $2,757+6.8% |
| Participant deferral / active EE | $508 | $1,228-58.6% | $1,954-74.0% | $4,299-88.2% |
| Admin fee / account holder | $152 | $2,434-93.8% | $2,827-94.6% | $6,924-97.8% |