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 | $2,914 | $57,305-94.9% | $86,640-96.6% | $75,173-96.1% |
| Participation rate | 70.0% | 63.2%+6.8pp | 71.7%-1.7pp | 67.2%+2.8pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $313 | $2,316-86.5% | $3,024-89.7% | $2,671-88.3% |
| Participant deferral / active EE | $970 | $3,320-70.8% | $4,438-78.2% | $4,126-76.5% |
| Admin fee / account holder | $15 | $4,116-99.6% | $5,616-99.7% | $5,651-99.7% |