Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,619 | $73,863-91.0% | $143,797-95.4% | $68,490-90.3% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -17.13% | 0.91%-18.0pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $560 | $3,185-82.4% | $4,952-88.7% | $2,597-78.4% |
| Participant deferral / active EE | $3,356 | $3,385-0.9% | $5,638-40.5% | $4,028-16.7% |
| Admin fee / account holder | $16 | $5,756-99.7% | $14,679-99.9% | $5,403-99.7% |