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 | $5,856 | $95,188-93.8% | $76,518-92.3% | $135,379-95.7% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -5.41% | 4.85%-10.3pp | -0.27%-5.1pp | 519.79%-525.2pp |
| Employer contribution / active EE | $188 | $3,303-94.3% | $2,647-92.9% | $4,779-96.1% |
| Participant deferral / active EE | $639 | $4,640-86.2% | $3,836-83.4% | $5,609-88.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |