Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,419 | $72,446-96.7% | $67,561-96.4% | $145,877-98.3% |
| Participation rate | 77.3% | 76.9%+0.4pp | 72.9%+4.4pp | 80.3%-3.0pp |
| Annual return | 15.91% | 7211.98%-7196.1pp | 3525.44%-3509.5pp | 551.28%-535.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,123 | $4,785-76.5% | $4,003-71.9% | $6,691-83.2% |
| Admin fee / account holder | $171 | $5,541-96.9% | $4,006-95.7% | $13,402-98.7% |