Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,288 | $165,399-95.0% | $149,745-94.5% | $158,982-94.8% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,029 | $5,105-60.3% | $4,646-56.3% | $4,763-57.4% |
| Participant deferral / active EE | $3,926 | $7,183-45.3% | $6,843-42.6% | $5,983-34.4% |
| Admin fee / account holder | $51 | $10,811-99.5% | $9,312-99.5% | $11,252-99.5% |