Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $8,917 | $73,848-87.9% | $143,799-93.8% | $68,486-87.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.89% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,077 | $3,184-3.4% | $4,952-37.9% | $2,597+18.5% |
| Participant deferral / active EE | $1,519 | $3,385-55.1% | $5,638-73.1% | $4,028-62.3% |
| Admin fee / account holder | $144 | $5,755-97.5% | $14,677-99.0% | $5,404-97.3% |