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 | $10,828 | $148,623-92.7% | $135,974-92.0% | $139,466-92.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 55.92% | 79.30%-23.4pp | 68.30%-12.4pp | 373.66%-317.7pp |
| Employer contribution / active EE | $2,657 | $5,246-49.4% | $4,859-45.3% | $4,754-44.1% |
| Participant deferral / active EE | $2,713 | $8,103-66.5% | $7,760-65.0% | $6,712-59.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |