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 | $3,828 | $101,778-96.2% | $164,975-97.7% | $80,925-95.3% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.2pp | 67.7%+2.7pp |
| Annual return | 520.58% | 16.73%+503.9pp | 70.12%+450.5pp | 35.65%+484.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,542 | $4,477-43.2% | $6,033-57.9% | $4,299-40.9% |
| Admin fee / account holder | $71 | $8,221-99.1% | $12,688-99.4% | $6,940-99.0% |