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 | $14,572 | $166,131-91.2% | $164,975-91.2% | $145,877-90.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.58% | 100.37%-85.8pp | 70.12%-55.5pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,004 | $5,276-62.0% | $4,343-53.8% | $4,663-57.0% |
| Participant deferral / active EE | $2,754 | $6,962-60.4% | $6,033-54.4% | $6,691-58.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |