Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,210 | $55,453-83.4% | $170,435-94.6% | $62,293-85.2% |
| Participation rate | 96.9% | 66.4%+30.6pp | 83.6%+13.3pp | 69.5%+27.4pp |
| Annual return | 14.10% | 21.38%-7.3pp | 205.94%-191.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,506 | $2,164-30.4% | $5,432-72.3% | $2,042-26.2% |
| Participant deferral / active EE | $113 | $2,303-95.1% | $4,939-97.7% | $3,169-96.4% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |