Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,433 | $112,121-88.0% | $95,960-86.0% | $158,966-91.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,560 | $3,199+42.5% | $2,541+79.4% | $4,762-4.3% |
| Participant deferral / active EE | $7,190 | $4,784+50.3% | $4,167+72.6% | $5,983+20.2% |
| Admin fee / account holder | $26 | $10,135-99.7% | $6,797-99.6% | $11,250-99.8% |