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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,507 | $48,011-69.8% | $63,803-77.3% | $82,637-82.4% |
| Participation rate | 88.9% | 66.6%+22.3pp | 72.7%+16.2pp | 68.1%+20.8pp |
| Annual return | 19.58% | 19.84%-0.3pp | 543.72%-524.1pp | 53.51%-33.9pp |
| Employer contribution / active EE | -$14 | $1,904-100.7% | $2,532-100.5% | $2,552-100.5% |
| Participant deferral / active EE | $1,991 | $2,846-30.1% | $3,843-48.2% | $4,126-51.8% |
| Admin fee / account holder | $159 | $3,873-95.9% | $5,196-96.9% | $7,339-97.8% |