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 | $3,620 | $110,039-96.7% | $97,260-96.3% | $145,884-97.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.48% | 244.44%-229.0pp | 75.54%-60.1pp | 551.85%-536.4pp |
| Employer contribution / active EE | $357 | $3,074-88.4% | $2,721-86.9% | $4,662-92.3% |
| Participant deferral / active EE | $784 | $4,674-83.2% | $4,262-81.6% | $6,690-88.3% |
| Admin fee / account holder | $136 | $6,204-97.8% | $5,640-97.6% | $13,392-99.0% |