Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,604 | $150,447-92.3% | $136,298-91.5% | $147,586-92.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.16% | 1049.15%-1026.0pp | 5156.27%-5133.1pp | 578.59%-555.4pp |
| Employer contribution / active EE | $2,140 | $5,256-59.3% | $4,696-54.4% | $4,876-56.1% |
| Participant deferral / active EE | $2,625 | $6,631-60.4% | $6,247-58.0% | $5,439-51.7% |
| Admin fee / account holder | $106 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |