Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,660 | $104,694-95.5% | $85,709-94.6% | $167,536-97.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 28.32% | 21.45%+6.9pp | 21.49%+6.8pp | 478.82%-450.5pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,555 | $4,826-5.6% | $3,924+16.1% | $6,342-28.2% |
| Admin fee / account holder | $31 | $10,035-99.7% | $6,876-99.6% | $12,315-99.7% |