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 | $4,052 | $100,938-96.0% | $90,461-95.5% | $158,982-97.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.17% | 1727.20%-1716.0pp | 1294.76%-1283.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $1,087 | $3,691-70.6% | $3,264-66.7% | $4,763-77.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $138 | $6,510-97.9% | $5,617-97.6% | $11,252-98.8% |