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 | $735 | $27,936-97.4% | $58,561-98.7% | $75,173-99.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 106.26% | 44.21%+62.0pp | 4251.33%-4145.1pp | 160.72%-54.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $828 | $1,202-31.1% | $1,923-57.0% | $4,126-79.9% |
| Admin fee / account holder | $36 | $1,727-97.9% | $2,520-98.6% | $5,651-99.4% |