Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,089 | $43,496-88.3% | $161,489-96.8% | $64,340-92.1% |
| Participation rate | 77.4% | 53.5%+23.9pp | 78.7%-1.3pp | 55.2%+22.2pp |
| Annual return | 23.31% | 20.76%+2.5pp | 89.72%-66.4pp | 24.14%-0.8pp |
| Employer contribution / active EE | $358 | $1,431-75.0% | $4,268-91.6% | $1,862-80.8% |
| Participant deferral / active EE | $929 | $1,996-53.5% | $5,630-83.5% | $2,980-68.8% |
| Admin fee / account holder | $204 | $2,330-91.2% | $16,006-98.7% | $3,703-94.5% |