Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,724 | $190,916-94.4% | $160,037-93.3% | $134,545-92.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.22% | 552.79%-570.0pp | 408.95%-426.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,426 | $4,996-51.4% | $4,226-42.6% | $4,742-48.8% |
| Participant deferral / active EE | $4,402 | $6,925-36.4% | $6,184-28.8% | $6,401-31.2% |
| Admin fee / account holder | $192 | $10,497-98.2% | $8,716-97.8% | $11,431-98.3% |