Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,131 | $84,149-92.7% | $76,080-91.9% | $167,518-96.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 54.99%-55.0pp | 42.50%-42.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,207 | $4,618-52.2% | $3,962-44.3% | $4,838-54.4% |
| Participant deferral / active EE | $3,627 | $5,796-37.4% | $4,905-26.1% | $6,342-42.8% |
| Admin fee / account holder | $13 | $6,410-99.8% | $4,883-99.7% | $12,312-99.9% |