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 | $12,944 | $115,810-88.8% | $101,271-87.2% | $158,966-91.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 35.35% | 56.15%-20.8pp | 46.48%-11.1pp | 302.95%-267.6pp |
| Employer contribution / active EE | $1,334 | $4,175-68.0% | $3,660-63.5% | $4,762-72.0% |
| Participant deferral / active EE | $4,410 | $4,958-11.1% | $4,371+0.9% | $5,983-26.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |