Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,848 | $85,790-90.9% | $67,313-88.3% | $135,379-94.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.73% | -0.54%-4.2pp | -4.08%-0.6pp | 519.79%-524.5pp |
| Employer contribution / active EE | $520 | $3,487-85.1% | $2,566-79.8% | $4,779-89.1% |
| Participant deferral / active EE | $1,642 | $4,651-64.7% | $3,568-54.0% | $5,609-70.7% |
| Admin fee / account holder | $34 | $6,392-99.5% | $4,507-99.2% | $10,828-99.7% |