Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,540 | $77,677-87.7% | $109,173-91.3% | $79,391-88.0% |
| Participation rate | 80.4% | 67.8%+12.5pp | 75.9%+4.5pp | 70.7%+9.6pp |
| Annual return | 17.33% | 23.44%-6.1pp | 25.75%-8.4pp | 116.88%-99.5pp |
| Employer contribution / active EE | $1,487 | $2,798-46.9% | $3,723-60.1% | $2,428-38.8% |
| Participant deferral / active EE | $1,434 | $3,517-59.2% | $4,654-69.2% | $4,046-64.6% |
| Admin fee / account holder | $10 | $732-98.6% | $6,755-99.9% | $627-98.4% |