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 | $13,380 | $166,242-92.0% | $165,071-91.9% | $145,884-90.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.53% | 100.44%-88.9pp | 70.17%-58.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,466 | $5,283-53.3% | $4,347-43.3% | $4,662-47.1% |
| Participant deferral / active EE | $3,441 | $6,964-50.6% | $6,035-43.0% | $6,690-48.6% |
| Admin fee / account holder | $82 | $16,658-99.5% | $12,695-99.4% | $13,392-99.4% |