Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,060 | $60,119-88.3% | $90,414-92.2% | $79,860-91.2% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 20.17% | 71.94%-51.8pp | 1293.19%-1273.0pp | 31.72%-11.5pp |
| Employer contribution / active EE | $491 | $2,068-76.3% | $3,262-85.0% | $2,471-80.1% |
| Participant deferral / active EE | $2,533 | $2,938-13.8% | $3,963-36.1% | $3,740-32.3% |
| Admin fee / account holder | $244 | $3,976-93.9% | $5,611-95.7% | $5,306-95.4% |