Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,174 | $166,242-92.1% | $165,071-92.0% | $145,884-91.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.15% | 100.44%-80.3pp | 70.17%-50.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $3,172 | $5,283-40.0% | $4,347-27.0% | $4,662-32.0% |
| Participant deferral / active EE | $4,544 | $6,964-34.7% | $6,035-24.7% | $6,690-32.1% |
| Admin fee / account holder | $132 | $16,658-99.2% | $12,695-99.0% | $13,392-99.0% |