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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,072 | $142,361-88.0% | $119,608-85.7% | $134,509-87.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.39% | -12.46%-5.9pp | -14.98%-3.4pp | 418.13%-436.5pp |
| Employer contribution / active EE | $3,291 | $5,224-37.0% | $4,232-22.2% | $4,741-30.6% |
| Participant deferral / active EE | $6,112 | $6,468-5.5% | $5,601+9.1% | $6,400-4.5% |
| Admin fee / account holder | $91 | $13,588-99.3% | $10,326-99.1% | $11,427-99.2% |