Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,739 | $49,976-90.5% | $66,674-92.9% | $82,637-94.3% |
| Participation rate | 86.0% | 63.1%+23.0pp | 73.7%+12.4pp | 68.1%+18.0pp |
| Annual return | 16.89% | 39.09%-22.2pp | 321.24%-304.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,897 | $2,847+1.8% | $4,084-29.1% | $4,126-29.8% |
| Admin fee / account holder | $221 | $4,594-95.2% | $5,098-95.7% | $7,339-97.0% |