Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,074 | $227,597-98.2% | $189,575-97.9% | $167,536-97.6% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 162.64% | 78.44%+84.2pp | 64.19%+98.4pp | 478.82%-316.2pp |
| Employer contribution / active EE | $1,770 | $5,316-66.7% | $4,412-59.9% | $4,839-63.4% |
| Participant deferral / active EE | $2,669 | $7,002-61.9% | $6,174-56.8% | $6,342-57.9% |
| Admin fee / account holder | $173 | $11,877-98.5% | $9,806-98.2% | $12,315-98.6% |