Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $9,477 | $55,930-83.1% | $76,089-87.5% | $80,925-88.3% |
| Participation rate | 78.3% | 62.1%+16.2pp | 69.1%+9.2pp | 67.7%+10.6pp |
| Annual return | 23.15% | 20.58%+2.6pp | 360.94%-337.8pp | 35.65%-12.5pp |
| Employer contribution / active EE | $2,392 | $1,866+28.2% | $2,690-11.1% | $2,756-13.2% |
| Participant deferral / active EE | $2,729 | $3,051-10.5% | $4,259-35.9% | $4,299-36.5% |
| Admin fee / account holder | $178 | $5,241-96.6% | $6,418-97.2% | $6,940-97.4% |