Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,306 | $99,652-86.6% | $78,778-83.1% | $147,586-91.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,365 | $2,796+56.1% | $1,986+119.8% | $4,876-10.5% |
| Participant deferral / active EE | $10,256 | $3,664+179.9% | $2,958+246.7% | $5,439+88.6% |
| Admin fee / account holder | $52 | $7,155-99.3% | $5,134-99.0% | $10,886-99.5% |