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.
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 | $7,103 | $62,715-88.7% | $104,301-93.2% | $66,938-89.4% |
| Participation rate | 79.8% | 59.6%+20.2pp | 73.3%+6.5pp | 69.8%+10.0pp |
| Annual return | 51.74% | -14.70%+66.4pp | 24.61%+27.1pp | 1.58%+50.2pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $3,373-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,813 | $2,852-1.3% | $4,626-39.2% | $4,238-33.6% |
| Admin fee / account holder | $31 | $657-95.4% | $7,340-99.6% | $594-94.9% |