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 | $5,920 | $167,362-96.5% | $143,799-95.9% | $134,532-95.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.89% | 0.47%-18.4pp | -0.04%-17.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,535 | $5,620-72.7% | $4,952-69.0% | $4,741-67.6% |
| Participant deferral / active EE | $3,233 | $6,447-49.8% | $5,638-42.7% | $6,401-49.5% |
| Admin fee / account holder | $106 | $18,094-99.4% | $14,677-99.3% | $11,429-99.1% |