Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,069 | $167,533-92.8% | $151,645-92.0% | $134,545-91.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,575 | $6,828-76.9% | $6,165-74.5% | $4,742-66.8% |
| Participant deferral / active EE | $9,231 | $8,985+2.7% | $8,363+10.4% | $6,401+44.2% |
| Admin fee / account holder | $10 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |