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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,413 | $54,213-93.7% | $93,696-96.4% | $77,736-95.6% |
| Participation rate | 86.3% | 64.0%+22.4pp | 68.7%+17.6pp | 70.6%+15.7pp |
| Annual return | 14.50% | 30.55%-16.1pp | 133.74%-119.2pp | 31.26%-16.8pp |
| Employer contribution / active EE | $555 | $1,168-52.5% | $2,422-77.1% | $2,728-79.7% |
| Participant deferral / active EE | $1,196 | $3,145-62.0% | $4,417-72.9% | $4,651-74.3% |
| Admin fee / account holder | $2 | $575-99.7% | $8,287-100.0% | $433-99.6% |