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 | $5,252 | $209,422-97.5% | $178,503-97.1% | $158,982-96.7% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,369 | $5,707-76.0% | $5,011-72.7% | $4,763-71.3% |
| Participant deferral / active EE | $2,571 | $5,955-56.8% | $5,202-50.6% | $5,983-57.0% |
| Admin fee / account holder | $9 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |