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 | $8,429 | $97,732-91.4% | $83,831-89.9% | $135,380-93.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,959 | $4,222-29.9% | $3,631-18.5% | $4,779-38.1% |
| Participant deferral / active EE | $7,499 | $4,683+60.1% | $4,082+83.7% | $5,609+33.7% |
| Admin fee / account holder | $31 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |