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 | $14,827 | $157,304-90.6% | $141,197-89.5% | $152,909-90.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 469.35% | 64.34%+405.0pp | 71.41%+397.9pp | 345.46%+123.9pp |
| Employer contribution / active EE | $3,737 | $5,263-29.0% | $4,736-21.1% | $4,764-21.6% |
| Participant deferral / active EE | $9,214 | $7,111+29.6% | $6,710+37.3% | $5,851+57.5% |
| Admin fee / account holder | $67 | $12,126-99.4% | $10,265-99.3% | $11,601-99.4% |