Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,609 | $160,070-93.4% | $147,117-92.8% | $145,897-92.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.78% | 98.69%-81.9pp | 420.54%-403.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,102 | $5,285-79.1% | $4,932-77.7% | $4,663-76.4% |
| Participant deferral / active EE | $2,836 | $8,419-66.3% | $8,065-64.8% | $6,689-57.6% |
| Admin fee / account holder | $86 | $15,035-99.4% | $12,993-99.3% | $13,390-99.4% |