Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,239 | $106,247-92.2% | $96,515-91.5% | $139,466-94.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 21.24% | 38.47%-17.2pp | 35.73%-14.5pp | 373.66%-352.4pp |
| Employer contribution / active EE | $1,161 | $4,106-71.7% | $3,740-68.9% | $4,754-75.6% |
| Participant deferral / active EE | $1,451 | $5,456-73.4% | $4,880-70.3% | $6,712-78.4% |
| Admin fee / account holder | $25 | $7,885-99.7% | $6,735-99.6% | $11,409-99.8% |