Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,003 | $118,877-91.6% | $96,570-89.6% | $167,536-94.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 57.94% | 50.50%+7.4pp | 37.79%+20.1pp | 478.82%-420.9pp |
| Employer contribution / active EE | $2,740 | $3,121-12.2% | $2,357+16.3% | $4,839-43.4% |
| Participant deferral / active EE | $4,924 | $4,617+6.6% | $3,849+27.9% | $6,342-22.4% |
| Admin fee / account holder | $80 | $8,069-99.0% | $6,182-98.7% | $12,315-99.4% |