Filed May 4, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,023 | $49,239-81.7% | $70,462-87.2% | $79,858-88.7% |
| Participation rate | 98.8% | 69.2%+29.6pp | 75.1%+23.7pp | 69.6%+29.2pp |
| Annual return | 18.21% | 30.08%-11.9pp | 109.08%-90.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $685 | $2,100-67.4% | $2,737-75.0% | $2,471-72.3% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $73 | $2,876-97.4% | $3,845-98.1% | $5,306-98.6% |