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 | $1,734 | $105,929-98.4% | $81,716-97.9% | $158,966-98.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $217 | $7,802-97.2% | $4,310-95.0% | $4,762-95.4% |
| Participant deferral / active EE | $1,537 | $13,007-88.2% | $7,108-78.4% | $5,983-74.3% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |