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 | $14,249 | $138,078-89.7% | $125,363-88.6% | $134,509-89.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.12% | 750.49%-770.6pp | 572.15%-592.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,191 | $5,245-58.2% | $4,815-54.5% | $4,741-53.8% |
| Participant deferral / active EE | $6,030 | $7,800-22.7% | $7,447-19.0% | $6,400-5.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |