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 | $2,103 | $95,415-97.8% | $185,851-98.9% | $85,851-97.6% |
| Participation rate | 76.7% | 68.8%+7.9pp | 81.7%-5.0pp | 69.3%+7.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $529 | $3,314-84.0% | $5,168-89.8% | $2,565-79.4% |
| Participant deferral / active EE | $1,018 | $3,424-70.3% | $5,569-81.7% | $3,952-74.2% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |