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 | $618 | $152,591-99.6% | $117,529-99.5% | $134,545-99.5% |
| Participation rate | 94.7% | 77.1%+17.6pp | 70.6%+24.1pp | 81.2%+13.5pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $586 | $4,821-87.9% | $4,072-85.6% | $6,401-90.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |