Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,397 | $183,539-92.2% | $155,556-90.7% | $145,897-90.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 16.89% | 61.31%-44.4pp | 64.84%-47.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,646 | $5,315-69.0% | $4,675-64.8% | $4,663-64.7% |
| Participant deferral / active EE | $3,814 | $6,467-41.0% | $5,631-32.3% | $6,689-43.0% |
| Admin fee / account holder | $15 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |