Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,334 | $197,819-92.8% | $155,789-90.8% | $125,388-88.6% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | -3.25% | 86.73%-90.0pp | 71.54%-74.8pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,357 | $4,850-72.0% | $3,839-64.6% | $4,866-72.1% |
| Participant deferral / active EE | $4,446 | $5,631-21.0% | $4,798-7.3% | $5,352-16.9% |
| Admin fee / account holder | $15 | $9,544-99.8% | $7,477-99.8% | $9,541-99.8% |