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.
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 | $2,689 | $53,128-94.9% | $86,582-96.9% | $70,126-96.2% |
| Participation rate | 94.3% | 65.3%+28.9pp | 73.5%+20.7pp | 69.5%+24.7pp |
| Annual return | 16.36% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $735 | $2,068-64.4% | $2,839-74.1% | $2,343-68.6% |
| Participant deferral / active EE | $1,023 | $2,695-62.0% | $3,609-71.6% | $3,332-69.3% |
| Admin fee / account holder | $128 | $3,584-96.4% | $4,904-97.4% | $4,645-97.2% |