Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,906 | $160,059-87.6% | $140,019-85.8% | $135,380-85.3% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,886 | $6,420-70.6% | $5,605-66.4% | $4,779-60.5% |
| Participant deferral / active EE | $11,093 | $7,641+45.2% | $6,927+60.2% | $5,609+97.8% |
| Admin fee / account holder | $3 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |