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 | $9,160 | $113,338-91.9% | $94,993-90.4% | $147,586-93.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 36.15% | 20.80%+15.3pp | 27.14%+9.0pp | 578.59%-542.4pp |
| Employer contribution / active EE | $6,367 | $3,160+101.5% | $2,603+144.6% | $4,876+30.6% |
| Participant deferral / active EE | $1,255 | $3,777-66.8% | $3,317-62.2% | $5,439-76.9% |
| Admin fee / account holder | $13 | $6,063-99.8% | $4,960-99.7% | $10,886-99.9% |