Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,410 | $202,326-94.4% | $172,745-93.4% | $152,870-92.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 58.65% | 1029.72%-971.1pp | 802.90%-744.2pp | 345.34%-286.7pp |
| Employer contribution / active EE | $1,261 | $5,858-78.5% | $5,144-75.5% | $4,763-73.5% |
| Participant deferral / active EE | $7,134 | $5,948+19.9% | $5,197+37.2% | $5,850+21.9% |
| Admin fee / account holder | $113 | $17,110-99.3% | $13,954-99.2% | $11,597-99.0% |