Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,154 | $77,908-96.0% | $149,696-97.9% | $75,173-95.8% |
| Participation rate | 76.7% | 65.6%+11.1pp | 78.8%-2.1pp | 67.2%+9.5pp |
| Annual return | 22.00% | 31.73%-9.7pp | 134.46%-112.5pp | 160.72%-138.7pp |
| Employer contribution / active EE | $626 | $3,138-80.1% | $4,821-87.0% | $2,671-76.6% |
| Participant deferral / active EE | $1,446 | $3,411-57.6% | $5,682-74.5% | $4,126-64.9% |
| Admin fee / account holder | $73 | $5,950-98.8% | $13,212-99.4% | $5,651-98.7% |