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 | $5,564 | $95,415-94.2% | $185,851-97.0% | $85,851-93.5% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 20.60% | 23.59%-3.0pp | 122.11%-101.5pp | 318.63%-298.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,675 | $3,424+7.3% | $5,569-34.0% | $3,952-7.0% |
| Admin fee / account holder | $258 | $7,215-96.4% | $16,245-98.4% | $6,261-95.9% |