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 | $16,178 | $202,342-92.0% | $172,752-90.6% | $152,897-89.4% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 20.65% | 1029.83%-1009.2pp | 802.97%-782.3pp | 345.43%-324.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,767 | $5,948-36.7% | $5,198-27.5% | $5,851-35.6% |
| Admin fee / account holder | $263 | $17,111-98.5% | $13,955-98.1% | $11,599-97.7% |