Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,063 | $202,342-90.1% | $172,753-88.4% | $152,909-86.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 35.09% | 1029.88%-994.8pp | 803.00%-767.9pp | 345.46%-310.4pp |
| Employer contribution / active EE | $2,095 | $5,857-64.2% | $5,144-59.3% | $4,764-56.0% |
| Participant deferral / active EE | $6,287 | $5,948+5.7% | $5,198+21.0% | $5,851+7.4% |
| Admin fee / account holder | $63 | $17,112-99.6% | $13,956-99.5% | $11,601-99.5% |