Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,928 | $127,790-86.8% | $106,554-84.1% | $167,553-89.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 50.84% | 33.88%+17.0pp | 26.80%+24.0pp | 478.89%-428.0pp |
| Employer contribution / active EE | $5,912 | $3,427+72.5% | $2,819+109.7% | $4,840+22.2% |
| Participant deferral / active EE | $2,418 | $5,088-52.5% | $4,398-45.0% | $6,343-61.9% |
| Admin fee / account holder | $176 | $11,231-98.4% | $7,408-97.6% | $12,316-98.6% |