Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,216 | $209,425-88.4% | $178,499-86.4% | $158,966-84.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.45% | 188.80%-151.3pp | 151.10%-113.7pp | 302.95%-265.5pp |
| Employer contribution / active EE | $4,297 | $5,707-24.7% | $5,011-14.2% | $4,762-9.8% |
| Participant deferral / active EE | $3,967 | $5,955-33.4% | $5,202-23.7% | $5,983-33.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |