Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,418 | $116,203-87.6% | $93,621-84.6% | $152,897-90.6% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.8%+19.6pp | 82.5%+13.0pp |
| Annual return | 43.04% | 35.96%+7.1pp | 32.76%+10.3pp | 345.43%-302.4pp |
| Employer contribution / active EE | $2,975 | $3,219-7.6% | $2,719+9.4% | $4,764-37.5% |
| Participant deferral / active EE | $6,946 | $4,605+50.9% | $4,070+70.7% | $5,851+18.7% |
| Admin fee / account holder | $16 | $10,751-99.9% | $7,890-99.8% | $11,599-99.9% |