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 | $5,659 | $37,446-84.9% | $77,552-92.7% | $79,856-92.9% |
| Participation rate | 98.5% | 41.5%+57.0pp | 54.2%+44.3pp | 69.6%+28.9pp |
| Annual return | 12.71% | 39.76%-27.1pp | 54.82%-42.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $382 | $637-40.0% | $987-61.2% | $2,471-84.5% |
| Participant deferral / active EE | $171 | $1,261-86.5% | $1,861-90.8% | $3,741-95.4% |
| Admin fee / account holder | $238 | $2,506-90.5% | $2,859-91.7% | $5,306-95.5% |