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 | $1,307 | $51,222-97.4% | $70,544-98.1% | $75,173-98.3% |
| Participation rate | 73.1% | 61.0%+12.1pp | 68.4%+4.7pp | 67.2%+5.9pp |
| Annual return | 68.43% | 30.06%+38.4pp | 32.79%+35.6pp | 160.72%-92.3pp |
| Employer contribution / active EE | $648 | $1,827-64.5% | $2,976-78.2% | $2,671-75.7% |
| Participant deferral / active EE | $1,370 | $2,850-51.9% | $4,568-70.0% | $4,126-66.8% |
| Admin fee / account holder | $127 | $4,096-96.9% | $6,427-98.0% | $5,651-97.8% |