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.
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 | $1,202 | $54,690-97.8% | $76,030-98.4% | $74,478-98.4% |
| Participation rate | 85.8% | 60.3%+25.5pp | 69.1%+16.8pp | 67.2%+18.6pp |
| Annual return | 14.59% | 31.92%-17.3pp | 361.54%-346.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $406 | $1,781-77.2% | $2,688-84.9% | $2,626-84.5% |
| Participant deferral / active EE | $619 | $3,070-79.8% | $4,257-85.5% | $4,350-85.8% |
| Admin fee / account holder | $4 | $2,240-99.8% | $6,421-99.9% | $1,946-99.8% |