Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,575 | $52,678-93.2% | $75,784-95.3% | $59,633-94.0% |
| Participation rate | 97.9% | 67.2%+30.7pp | 75.8%+22.1pp | 68.7%+29.2pp |
| Annual return | 0.01% | 2.95%-2.9pp | 9.68%-9.7pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $896 | $2,193-59.2% | $3,323-73.0% | $2,203-59.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |