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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,962 | $75,183-94.7% | $123,894-96.8% | $55,167-92.8% |
| Participation rate | 79.4% | 72.8%+6.6pp | 81.4%-2.0pp | 69.0%+10.4pp |
| Annual return | 7.80% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $695 | $2,823-75.4% | $4,617-84.9% | $1,963-64.6% |
| Participant deferral / active EE | $1,160 | $5,084-77.2% | $5,984-80.6% | $3,054-62.0% |
| Admin fee / account holder | $26 | $663-96.1% | $8,357-99.7% | $504-94.9% |