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 | $7,597 | $165,361-95.4% | $149,715-94.9% | $158,950-95.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,860 | $5,103-63.6% | $4,645-60.0% | $4,762-60.9% |
| Participant deferral / active EE | $2,761 | $7,182-61.6% | $6,842-59.6% | $5,983-53.9% |
| Admin fee / account holder | $11 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |