Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,082 | $65,395-96.8% | $182,540-98.9% | $72,975-97.1% |
| Participation rate | 91.2% | 65.4%+25.7pp | 78.0%+13.2pp | 69.5%+21.7pp |
| Annual return | 49.30% | 27.68%+21.6pp | 148.58%-99.3pp | 81.01%-31.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,258 | $3,563-64.7% | $5,525-77.2% | $3,608-65.1% |
| Admin fee / account holder | $5 | $4,245-99.9% | $8,593-99.9% | $5,124-99.9% |