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.
Annual investment return 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 | $16,994 | $73,102-76.8% | $123,549-86.2% | $56,287-69.8% |
| Participation rate | 77.7% | 74.3%+3.4pp | 82.3%-4.6pp | 69.9%+7.9pp |
| Annual return | -9.73% | 3.01%-12.7pp | 119.20%-128.9pp | -9.96%+0.2pp |
| Employer contribution / active EE | $3,504 | $2,977+17.7% | $4,628-24.3% | $2,111+66.0% |
| Participant deferral / active EE | $7,714 | $5,423+42.3% | $6,426+20.1% | $3,350+130.3% |
| Admin fee / account holder | $240 | $554-56.6% | $9,284-97.4% | $521-53.9% |