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 | $13,470 | $175,212-92.3% | $149,682-91.0% | $139,427-90.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.96% | 166.63%-133.7pp | 134.35%-101.4pp | 373.27%-340.3pp |
| Employer contribution / active EE | $4,532 | $5,475-17.2% | $4,818-5.9% | $4,752-4.6% |
| Participant deferral / active EE | $3,867 | $6,520-40.7% | $5,681-31.9% | $6,711-42.4% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,404-99.8% |