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 | $18,340 | $167,362-89.0% | $143,799-87.2% | $134,532-86.4% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -18.64% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,168 | $5,620-79.2% | $4,952-76.4% | $4,741-75.4% |
| Participant deferral / active EE | $2,294 | $6,447-64.4% | $5,638-59.3% | $6,401-64.2% |
| Admin fee / account holder | $107 | $18,094-99.4% | $14,677-99.3% | $11,429-99.1% |