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 | $2,812 | $25,014-88.8% | $69,701-96.0% | $80,874-96.5% |
| Participation rate | 87.0% | 64.2%+22.8pp | 66.4%+20.6pp | 67.6%+19.4pp |
| Annual return | 17.74% | 19.07%-1.3pp | 100.32%-82.6pp | 35.62%-17.9pp |
| Employer contribution / active EE | $890 | $993-10.4% | $1,713-48.0% | $2,756-67.7% |
| Participant deferral / active EE | $1,511 | $1,839-17.8% | $2,887-47.7% | $4,297-64.8% |
| Admin fee / account holder | $171 | $2,488-93.1% | $4,717-96.4% | $6,935-97.5% |