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 | $673 | $27,632-97.6% | $61,399-98.9% | $68,495-99.0% |
| Participation rate | 88.6% | 39.5%+49.1pp | 52.6%+36.0pp | 67.9%+20.7pp |
| Annual return | -19.95% | -13.24%-6.7pp | 338.81%-358.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $863 | $1,264-31.7% | $2,124-59.4% | $4,028-78.6% |
| Admin fee / account holder | $48 | $2,010-97.6% | $2,131-97.7% | $5,403-99.1% |