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 | $5,627 | $111,785-95.0% | $93,669-94.0% | $145,877-96.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 35.01% | 203.79%-168.8pp | 133.59%-98.6pp | 551.28%-516.3pp |
| Employer contribution / active EE | $1,593 | $3,096-48.5% | $2,424-34.3% | $4,663-65.8% |
| Participant deferral / active EE | $2,210 | $4,919-55.1% | $4,416-49.9% | $6,691-67.0% |
| Admin fee / account holder | $22 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |