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.
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 | $15,375 | $211,946-92.7% | $169,452-90.9% | $135,379-88.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.17% | 3.26%-12.4pp | 1.83%-11.0pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,903 | $5,117-43.3% | $4,157-30.2% | $4,779-39.3% |
| Participant deferral / active EE | $1,257 | $6,075-79.3% | $5,277-76.2% | $5,609-77.6% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |