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.
Annual investment return 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 | $4,989 | $56,484-91.2% | $169,452-97.1% | $64,181-92.2% |
| Participation rate | 86.5% | 64.5%+22.0pp | 77.8%+8.7pp | 69.6%+16.9pp |
| Annual return | -12.69% | -1.55%-11.1pp | 1.83%-14.5pp | 7.63%-20.3pp |
| Employer contribution / active EE | $699 | $1,832-61.9% | $4,157-83.2% | $2,381-70.6% |
| Participant deferral / active EE | $2,633 | $3,448-23.6% | $5,277-50.1% | $3,470-24.1% |
| Admin fee / account holder | $111 | $4,174-97.3% | $9,110-98.8% | $4,887-97.7% |