Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,859 | $150,447-90.1% | $136,298-89.1% | $147,586-89.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.03% | 1049.15%-1027.1pp | 5156.27%-5134.2pp | 578.59%-556.6pp |
| Employer contribution / active EE | $2,735 | $5,256-48.0% | $4,696-41.8% | $4,876-43.9% |
| Participant deferral / active EE | $3,180 | $6,631-52.0% | $6,247-49.1% | $5,439-41.5% |
| Admin fee / account holder | $53 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |