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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $315 | $55,437-99.4% | $155,534-99.8% | $74,459-99.6% |
| Participation rate | 79.8% | 61.9%+17.9pp | 78.2%+1.6pp | 67.2%+12.6pp |
| Annual return | 15.58% | 269.58%-254.0pp | 64.92%-49.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $221 | $2,837-92.2% | $5,630-96.1% | $4,350-94.9% |
| Admin fee / account holder | $9 | $1,742-99.5% | $15,900-99.9% | $1,945-99.5% |