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 | $8,041 | $124,425-93.5% | $112,040-92.8% | $137,256-94.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.89% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,297 | $3,411-62.0% | $2,954-56.1% | $4,156-68.8% |
| Participant deferral / active EE | $1,872 | $5,718-67.3% | $5,098-63.3% | $6,407-70.8% |
| Admin fee / account holder | $17 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |