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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,539 | $165,361-90.6% | $149,715-89.6% | $158,950-90.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.79% | 348.24%-334.4pp | 276.66%-262.9pp | 302.91%-289.1pp |
| Employer contribution / active EE | $2,169 | $5,103-57.5% | $4,645-53.3% | $4,762-54.5% |
| Participant deferral / active EE | $2,689 | $7,182-62.6% | $6,842-60.7% | $5,983-55.1% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |