Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,593 | $88,778-98.2% | $81,844-98.1% | $145,884-98.9% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $427 | $3,087-86.2% | $2,916-85.4% | $4,662-90.8% |
| Participant deferral / active EE | $933 | $4,648-79.9% | $4,323-78.4% | $6,690-86.1% |
| Admin fee / account holder | $44 | $8,430-99.5% | $7,355-99.4% | $13,392-99.7% |