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 | $12,496 | $159,978-92.2% | $147,041-91.5% | $145,978-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.90% | 98.36%-74.5pp | 419.21%-395.3pp | 550.52%-526.6pp |
| Employer contribution / active EE | $1,936 | $5,288-63.4% | $4,935-60.8% | $4,662-58.5% |
| Participant deferral / active EE | $9,165 | $8,429+8.7% | $8,071+13.6% | $6,690+37.0% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,400-99.9% |