Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,137 | $162,781-85.8% | $133,956-82.7% | $158,931-85.4% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.86%-302.9pp |
| Employer contribution / active EE | $5,278 | $4,975+6.1% | $3,919+34.7% | $4,761+10.8% |
| Participant deferral / active EE | $11,094 | $5,911+87.7% | $5,048+119.8% | $5,982+85.5% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |