Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $6,479 | $25,972-75.1% | - | $72,976-91.1% |
| Participation rate | 100.0% | 52.8%+47.2pp | - | 69.5%+30.5pp |
| Annual return | 37.01% | 20.47%+16.5pp | - | 81.02%-44.0pp |
| Employer contribution / active EE | $1,441 | $2,171-33.6% | - | $2,440-41.0% |
| Participant deferral / active EE | $3,112 | $2,560+21.6% | - | $3,608-13.7% |
| Admin fee / account holder | $224 | $2,104-89.3% | - | $5,124-95.6% |