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.
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 | $3,376 | $56,060-94.0% | $76,002-95.6% | $80,874-95.8% |
| Participation rate | 80.0% | 62.0%+18.0pp | 69.1%+10.9pp | 67.6%+12.4pp |
| Annual return | 17.25% | 20.54%-3.3pp | 360.07%-342.8pp | 35.62%-18.4pp |
| Employer contribution / active EE | $904 | $1,873-51.7% | $2,688-66.4% | $2,756-67.2% |
| Participant deferral / active EE | $2,036 | $3,051-33.3% | $4,257-52.2% | $4,297-52.6% |
| Admin fee / account holder | $244 | $5,237-95.3% | $6,414-96.2% | $6,935-96.5% |