Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,999 | $270,507-83.4% | $33,705+33.5% | $270,507-83.4% |
| Participation rate | 100.0% | 93.5%+6.5pp | 91.5%+8.5pp | 93.5%+6.5pp |
| Annual return | -7.14% | -4.71%-2.4pp | -1.51%-5.6pp | -4.71%-2.4pp |
| Employer contribution / active EE | $3,865 | $25,782-85.0% | $3,198+20.8% | $25,782-85.0% |
| Participant deferral / active EE | $2,319 | $5,950-61.0% | $2,369-2.1% | $5,950-61.0% |
| Admin fee / account holder | $0 | $10,647-100.0% | $728-100.0% | $10,647-100.0% |