Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,708 | $180,459-89.6% | $154,108-87.9% | $135,380-86.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.72% | 888.21%-886.5pp | 735.21%-733.5pp | 519.81%-518.1pp |
| Employer contribution / active EE | $5,368 | $6,035-11.1% | $5,298+1.3% | $4,779+12.3% |
| Participant deferral / active EE | $4,920 | $5,806-15.3% | $5,081-3.2% | $5,609-12.3% |
| Admin fee / account holder | $238 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |