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 | $13,306 | $176,105-92.4% | $159,474-91.7% | $167,536-92.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.20% | 331.91%-309.7pp | 263.68%-241.5pp | 478.82%-456.6pp |
| Employer contribution / active EE | $2,129 | $5,299-59.8% | $4,831-55.9% | $4,839-56.0% |
| Participant deferral / active EE | $4,120 | $7,751-46.8% | $7,353-44.0% | $6,342-35.0% |
| Admin fee / account holder | $250 | $12,559-98.0% | $10,802-97.7% | $12,315-98.0% |