Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $723 | $29,319-97.5% | $52,425-98.6% | $82,448-99.1% |
| Participation rate | 80.0% | 46.9%+33.1pp | 55.6%+24.4pp | 68.1%+11.9pp |
| Annual return | 316.67% | 535.20%-218.5pp | 302.12%+14.5pp | 41.64%+275.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $710 | $1,171-39.4% | $1,790-60.4% | $4,139-82.9% |
| Admin fee / account holder | $131 | $1,962-93.3% | $2,495-94.7% | $7,234-98.2% |