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 | $1,946 | $115,866-98.3% | $65,328-97.0% | $139,456-98.6% |
| Participation rate | 95.5% | 67.8%+27.7pp | 64.9%+30.5pp | 80.3%+15.1pp |
| Annual return | 0.00% | 31.21%-31.2pp | 47.39%-47.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $752 | $2,600-71.1% | $1,692-55.6% | $4,753-84.2% |
| Participant deferral / active EE | $1,005 | $4,242-76.3% | $2,832-64.5% | $6,711-85.0% |
| Admin fee / account holder | $45 | $6,705-99.3% | $4,116-98.9% | $11,407-99.6% |