Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,062 | $82,133-85.3% | $147,318-91.8% | $64,097-81.2% |
| Participation rate | 98.7% | 62.3%+36.5pp | 82.1%+16.7pp | 55.2%+43.6pp |
| Annual return | 26.32% | 78.78%-52.5pp | 70.43%-44.1pp | 34.64%-8.3pp |
| Employer contribution / active EE | $1,944 | $2,872-32.3% | $4,593-57.7% | $1,891+2.8% |
| Participant deferral / active EE | $4,538 | $5,407-16.1% | $7,906-42.6% | $3,080+47.4% |
| Admin fee / account holder | $238 | $3,730-93.6% | $13,708-98.3% | $3,454-93.1% |