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 | $2,437 | $55,902-95.6% | $76,030-96.8% | $80,959-97.0% |
| Participation rate | 94.9% | 62.1%+32.8pp | 69.1%+25.8pp | 67.7%+27.2pp |
| Annual return | 16.33% | 20.59%-4.3pp | 361.54%-345.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,132 | $1,867-39.4% | $2,688-57.9% | $2,757-58.9% |
| Participant deferral / active EE | $2,408 | $3,051-21.1% | $4,257-43.4% | $4,300-44.0% |
| Admin fee / account holder | $107 | $5,239-98.0% | $6,421-98.3% | $6,925-98.5% |