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.
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 | $9,588 | $37,393-74.4% | $77,027-87.6% | $66,923-85.7% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | 9.14% | -3.29%+12.4pp | 42.32%-33.2pp | 1.58%+7.6pp |
| Employer contribution / active EE | $5,140 | $1,531+235.8% | $2,813+82.8% | $2,545+102.0% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,427-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |