Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $5,508 | $75,541-92.7% | $152,093-96.4% | $82,637-93.3% |
| Participation rate | 71.8% | 66.5%+5.3pp | 77.8%-5.9pp | 68.1%+3.8pp |
| Annual return | 20.91% | 32.56%-11.6pp | 66.36%-45.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $603 | $3,206-81.2% | $5,451-88.9% | $4,126-85.4% |
| Admin fee / account holder | $115 | $6,405-98.2% | $14,497-99.2% | $7,339-98.4% |