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 | $14,246 | $176,105-91.9% | $159,474-91.1% | $167,536-91.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.93% | 331.91%-315.0pp | 263.68%-246.7pp | 478.82%-461.9pp |
| Employer contribution / active EE | $2,171 | $5,299-59.0% | $4,831-55.1% | $4,839-55.1% |
| Participant deferral / active EE | $4,699 | $7,751-39.4% | $7,353-36.1% | $6,342-25.9% |
| Admin fee / account holder | $47 | $12,559-99.6% | $10,802-99.6% | $12,315-99.6% |