Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,807 | $89,652-84.6% | $141,191-90.2% | $65,185-78.8% |
| Participation rate | 74.8% | 74.7%+0.1pp | 82.5%-7.7pp | 70.2%+4.6pp |
| Annual return | 100.56% | 32.79%+67.8pp | 71.41%+29.2pp | 29.38%+71.2pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,099 | $5,691+7.2% | $6,710-9.1% | $3,514+73.6% |
| Admin fee / account holder | $58 | $569-89.7% | $10,264-99.4% | $847-93.1% |