Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,181 | $65,434-96.7% | $98,483-97.8% | $85,847-97.5% |
| Participation rate | 84.0% | 65.0%+19.0pp | 73.3%+10.7pp | 69.3%+14.7pp |
| Annual return | 24.63% | 21.75%+2.9pp | 1494.38%-1469.8pp | 318.61%-294.0pp |
| Employer contribution / active EE | $934 | $2,169-56.9% | $2,961-68.4% | $2,565-63.6% |
| Participant deferral / active EE | $998 | $3,168-68.5% | $4,276-76.7% | $3,952-74.7% |
| Admin fee / account holder | $287 | $4,595-93.7% | $5,953-95.2% | $6,261-95.4% |