Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,166 | $60,349-69.9% | $74,184-75.5% | $62,881-71.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.32% | 21.38%-13.1pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,636 | $1,680+116.4% | $2,370+53.4% | $2,281+59.4% |
| Participant deferral / active EE | $2,282 | $2,856-20.1% | $3,550-35.7% | $3,203-28.8% |
| Admin fee / account holder | $194 | $4,261-95.5% | $5,586-96.5% | $4,296-95.5% |