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 | $7,808 | $159,978-95.1% | $147,041-94.7% | $145,978-94.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 18.41% | 98.36%-79.9pp | 419.21%-400.8pp | 550.52%-532.1pp |
| Employer contribution / active EE | $1,457 | $5,288-72.5% | $4,935-70.5% | $4,662-68.8% |
| Participant deferral / active EE | $4,570 | $8,429-45.8% | $8,071-43.4% | $6,690-31.7% |
| Admin fee / account holder | $90 | $15,053-99.4% | $13,006-99.3% | $13,400-99.3% |