Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,509 | $106,551-93.0% | $91,225-91.8% | $134,532-94.4% |
| Participation rate | 73.3% | 76.8%-3.5pp | 73.2%+0.1pp | 81.2%-7.9pp |
| Annual return | -3.13% | 160.78%-163.9pp | 114.12%-117.2pp | 418.27%-421.4pp |
| Employer contribution / active EE | $3,333 | $3,331+0.1% | $2,851+16.9% | $4,741-29.7% |
| Participant deferral / active EE | $947 | $4,718-79.9% | $4,233-77.6% | $6,401-85.2% |
| Admin fee / account holder | $45 | $6,234-99.3% | $5,422-99.2% | $11,429-99.6% |