Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,666 | $108,285-98.5% | $77,552-97.9% | $158,982-99.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 25.17% | 31.69%-6.5pp | 54.82%-29.6pp | 302.99%-277.8pp |
| Employer contribution / active EE | $432 | $1,325-67.4% | $987-56.2% | $4,763-90.9% |
| Participant deferral / active EE | $708 | $2,455-71.2% | $1,861-62.0% | $5,983-88.2% |
| Admin fee / account holder | $4 | $3,709-99.9% | $2,859-99.8% | $11,252-100.0% |