Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,303 | $104,937-95.9% | $84,628-94.9% | $152,897-97.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,299 | $3,303-60.7% | $2,653-51.0% | $4,764-72.7% |
| Participant deferral / active EE | $1,907 | $4,690-59.3% | $3,900-51.1% | $5,851-67.4% |
| Admin fee / account holder | $9 | $6,243-99.8% | $4,914-99.8% | $11,599-99.9% |