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 | $8,606 | $167,353-94.9% | $143,797-94.0% | $134,545-93.6% |
| Participation rate | 73.7% | 84.8%-11.1pp | 80.3%-6.6pp | 81.2%-7.5pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,127 | $5,620-62.1% | $4,952-57.0% | $4,742-55.1% |
| Participant deferral / active EE | $4,469 | $6,447-30.7% | $5,638-20.7% | $6,401-30.2% |
| Admin fee / account holder | $48 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |