Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,022 | $148,623-91.2% | $135,974-90.4% | $139,466-90.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,083 | $5,246-41.2% | $4,859-36.6% | $4,754-35.2% |
| Participant deferral / active EE | $9,162 | $8,103+13.1% | $7,760+18.1% | $6,712+36.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |