Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $638 | $55,437-98.8% | $155,534-99.6% | $74,459-99.1% |
| Participation rate | 91.0% | 61.9%+29.1pp | 78.2%+12.8pp | 67.2%+23.8pp |
| Annual return | 11.25% | 269.58%-258.3pp | 64.92%-53.7pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $307 | $2,837-89.2% | $5,630-94.5% | $4,350-92.9% |
| Admin fee / account holder | $41 | $1,742-97.7% | $15,900-99.7% | $1,945-97.9% |