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 | $1,862 | $54,357-96.6% | $82,706-97.7% | $68,495-97.3% |
| Participation rate | 93.6% | 63.9%+29.7pp | 72.6%+21.1pp | 67.9%+25.7pp |
| Annual return | -18.94% | -13.67%-5.3pp | 701.76%-720.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,867 | $3,246-42.5% | $4,394-57.5% | $4,028-53.7% |
| Admin fee / account holder | $156 | $4,396-96.5% | $5,329-97.1% | $5,403-97.1% |