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.
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 | $5,479 | $80,731-93.2% | $103,378-94.7% | $74,400-92.6% |
| Participation rate | 99.0% | 65.7%+33.4pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 17.81% | 27.56%-9.8pp | 24.91%-7.1pp | 1367.51%-1349.7pp |
| Employer contribution / active EE | $1,931 | $3,159-38.9% | $3,870-50.1% | $2,624-26.4% |
| Participant deferral / active EE | $983 | $3,862-74.5% | $5,058-80.6% | $4,348-77.4% |
| Admin fee / account holder | $184 | $2,369-92.2% | $8,401-97.8% | $1,944-90.5% |