Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,415 | $64,729-77.7% | $112,263-87.2% | $68,490-79.0% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,752 | $2,746+0.2% | $3,636-24.3% | $2,597+6.0% |
| Participant deferral / active EE | $9,752 | $3,566+173.5% | $4,729+106.2% | $4,028+142.1% |
| Admin fee / account holder | $88 | $5,222-98.3% | $6,410-98.6% | $5,403-98.4% |