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 | $7,150 | $73,863-90.3% | $143,797-95.0% | $68,490-89.6% |
| Participation rate | 73.6% | 66.7%+6.9pp | 80.3%-6.7pp | 67.9%+5.7pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $974 | $3,185-69.4% | $4,952-80.3% | $2,597-62.5% |
| Participant deferral / active EE | $1,541 | $3,385-54.5% | $5,638-72.7% | $4,028-61.7% |
| Admin fee / account holder | $3 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |