Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,940 | $78,423-92.4% | $95,964-93.8% | $79,856-92.6% |
| Participation rate | 75.8% | 73.5%+2.3pp | 77.1%-1.3pp | 69.6%+6.1pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,276 | $1,945-34.4% | $2,541-49.8% | $2,471-48.3% |
| Participant deferral / active EE | $2,854 | $3,440-17.0% | $4,167-31.5% | $3,741-23.7% |
| Admin fee / account holder | $91 | $5,622-98.4% | $6,797-98.7% | $5,306-98.3% |