Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,219 | $171,867-87.1% | $149,721-85.2% | $147,586-84.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.60% | 2113.36%-2086.8pp | 1501.67%-1475.1pp | 578.59%-552.0pp |
| Employer contribution / active EE | $1,979 | $6,275-68.5% | $5,444-63.6% | $4,876-59.4% |
| Participant deferral / active EE | $9,144 | $7,270+25.8% | $6,568+39.2% | $5,439+68.1% |
| Admin fee / account holder | $164 | $13,799-98.8% | $11,282-98.5% | $10,886-98.5% |