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 | $18,829 | $215,361-91.3% | $171,082-89.0% | $273,972-93.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 225.80% | 25.14%+200.7pp | 32.56%+193.2pp | 41.46%+184.3pp |
| Employer contribution / active EE | $2,482 | $4,967-50.0% | $4,002-38.0% | $4,869-49.0% |
| Participant deferral / active EE | $4,917 | $5,543-11.3% | $4,797+2.5% | $5,287-7.0% |
| Admin fee / account holder | $25 | $10,846-99.8% | $8,520-99.7% | $10,133-99.8% |