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 | $17,034 | $135,639-87.4% | $110,241-84.5% | $135,382-87.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.52% | 513.21%-521.7pp | 314.75%-323.3pp | 519.77%-528.3pp |
| Employer contribution / active EE | $1,208 | $4,907-75.4% | $3,827-68.4% | $4,779-74.7% |
| Participant deferral / active EE | $7,715 | $5,507+40.1% | $4,672+65.1% | $5,609+37.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |