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 | $13,884 | $82,678-83.2% | $125,391-88.9% | $68,490-79.7% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $4,961 | $3,382+46.7% | $4,816+3.0% | $2,597+91.1% |
| Participant deferral / active EE | $8,155 | $6,111+33.4% | $7,448+9.5% | $4,028+102.5% |
| Admin fee / account holder | $34 | $6,277-99.5% | $10,009-99.7% | $5,403-99.4% |