Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,199 | $96,678-93.6% | $86,640-92.8% | $139,466-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 28.40% | 106.69%-78.3pp | 592.52%-564.1pp | 373.66%-345.3pp |
| Employer contribution / active EE | $835 | $3,265-74.4% | $3,024-72.4% | $4,754-82.4% |
| Participant deferral / active EE | $2,931 | $4,837-39.4% | $4,438-34.0% | $6,712-56.3% |
| Admin fee / account holder | $236 | $6,410-96.3% | $5,616-95.8% | $11,409-97.9% |