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.
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 | $1,235 | $45,343-97.3% | $150,298-99.2% | $67,986-98.2% |
| Participation rate | 83.2% | 51.9%+31.3pp | 77.8%+5.4pp | 57.2%+26.0pp |
| Annual return | 75.48% | 33.28%+42.2pp | 62.79%+12.7pp | 31.67%+43.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $834 | $2,055-59.4% | $5,453-84.7% | $3,358-75.2% |
| Admin fee / account holder | $12 | $2,250-99.4% | $14,116-99.9% | $3,203-99.6% |