Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,347 | $217,432-90.2% | $185,849-88.5% | $167,536-87.3% |
| Participation rate | 84.6% | 86.1%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 40.27% | 148.42%-108.1pp | 122.10%-81.8pp | 478.82%-438.5pp |
| Employer contribution / active EE | $2,236 | $5,875-61.9% | $5,169-56.7% | $4,839-53.8% |
| Participant deferral / active EE | $6,163 | $6,357-3.1% | $5,569+10.7% | $6,342-2.8% |
| Admin fee / account holder | $91 | $19,818-99.5% | $16,244-99.4% | $12,315-99.3% |