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 | $9,648 | $129,960-92.6% | $104,299-90.7% | $134,545-92.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,340 | $4,186-68.0% | $3,373-60.3% | $4,742-71.7% |
| Participant deferral / active EE | $8,509 | $5,589+52.2% | $4,626+83.9% | $6,401+32.9% |
| Admin fee / account holder | $259 | $9,324-97.2% | $7,339-96.5% | $11,431-97.7% |