Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $517 | $76,608-99.3% | $56,077-99.1% | $145,877-99.6% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 511.54% | 3009.59%-2498.0pp | 1709.28%-1197.7pp | 551.28%-39.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $678 | $2,624-74.2% | $1,954-65.3% | $6,691-89.9% |
| Admin fee / account holder | $83 | $3,325-97.5% | $2,825-97.1% | $13,402-99.4% |