Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,626 | $106,749-91.0% | $145,433-93.4% | $82,448-88.3% |
| Participation rate | 94.2% | 75.6%+18.5pp | 82.1%+12.1pp | 68.1%+26.1pp |
| Annual return | 20.74% | 27.59%-6.9pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,567 | $6,519-60.6% | $7,897-67.5% | $4,139-38.0% |
| Admin fee / account holder | $296 | $8,390-96.5% | $13,129-97.7% | $7,234-95.9% |