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 | $11,911 | $103,392-88.5% | $87,104-86.3% | $152,897-92.2% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 148.66% | 28.10%+120.6pp | 28.19%+120.5pp | 345.43%-196.8pp |
| Employer contribution / active EE | $1,550 | $3,221-51.9% | $2,521-38.5% | $4,764-67.5% |
| Participant deferral / active EE | $4,223 | $4,778-11.6% | $4,048+4.3% | $5,851-27.8% |
| Admin fee / account holder | $78 | $12,194-99.4% | $7,491-99.0% | $11,599-99.3% |