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 | $11,032 | $133,998-91.8% | $112,263-90.2% | $134,545-91.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,410 | $4,040-65.1% | $3,636-61.2% | $4,742-70.3% |
| Participant deferral / active EE | $2,243 | $5,292-57.6% | $4,729-52.6% | $6,401-65.0% |
| Admin fee / account holder | $69 | $7,493-99.1% | $6,410-98.9% | $11,431-99.4% |