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.
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 | $12,001 | $79,181-84.8% | $102,423-88.3% | $74,429-83.9% |
| Participation rate | 85.0% | 74.8%+10.2pp | 76.5%+8.5pp | 67.2%+17.8pp |
| Annual return | 17.08% | 54.97%-37.9pp | 29.42%-12.3pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $718 | $2,362-69.6% | $3,023-76.2% | $2,625-72.6% |
| Participant deferral / active EE | $2,567 | $4,416-41.9% | $5,054-49.2% | $4,348-41.0% |
| Admin fee / account holder | $174 | $2,002-91.3% | $9,455-98.2% | $1,944-91.1% |