Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $2,492 | $27,800-91.0% | $58,561-95.7% | $71,511-96.5% |
| Participation rate | 80.4% | 34.6%+45.8pp | 50.9%+29.6pp | 67.9%+12.5pp |
| Annual return | 13.92% | 26.80%-12.9pp | 4251.33%-4237.4pp | 28.86%-14.9pp |
| Employer contribution / active EE | $629 | $632-0.4% | $1,053-40.3% | $2,589-75.7% |
| Participant deferral / active EE | $879 | $1,208-27.2% | $1,923-54.3% | $4,291-79.5% |
| Admin fee / account holder | $223 | $1,637-86.3% | $2,520-91.1% | $1,588-85.9% |