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 | $7,106 | $132,099-94.6% | $115,599-93.9% | $138,895-94.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 31.51% | 176.76%-145.3pp | 111.10%-79.6pp | 145.39%-113.9pp |
| Employer contribution / active EE | $1,409 | $3,416-58.7% | $2,955-52.3% | $4,194-66.4% |
| Participant deferral / active EE | $1,635 | $5,617-70.9% | $4,889-66.6% | $6,396-74.4% |
| Admin fee / account holder | $56 | $15,650-99.6% | $12,841-99.6% | $12,562-99.6% |