Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,458 | $30,421-91.9% | $56,077-95.6% | $74,429-96.7% |
| Participation rate | 74.5% | 32.9%+41.7pp | 52.5%+22.0pp | 67.2%+7.3pp |
| Annual return | 10.78% | 24.94%-14.2pp | 1709.28%-1698.5pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $656 | $610+7.6% | $1,040-36.9% | $2,625-75.0% |
| Participant deferral / active EE | $932 | $1,175-20.7% | $1,954-52.3% | $4,348-78.6% |
| Admin fee / account holder | $258 | $2,363-89.1% | $2,825-90.9% | $1,944-86.7% |