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.
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 | $8,571 | $61,166-86.0% | $185,837-95.4% | $79,393-89.2% |
| Participation rate | 88.1% | 66.6%+21.5pp | 81.7%+6.4pp | 70.7%+17.4pp |
| Annual return | 86.58% | 19.45%+67.1pp | 122.08%-35.5pp | 116.87%-30.3pp |
| Employer contribution / active EE | $793 | $2,321-65.8% | $5,168-84.6% | $2,428-67.3% |
| Participant deferral / active EE | $4,017 | $2,789+44.1% | $5,568-27.9% | $4,046-0.7% |
| Admin fee / account holder | $179 | $710-74.8% | $16,241-98.9% | $627-71.4% |