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 | $18,960 | $198,457-90.4% | $170,435-88.9% | $147,586-87.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.73% | 257.30%-234.6pp | 205.94%-183.2pp | 578.59%-555.9pp |
| Employer contribution / active EE | $9,381 | $6,183+51.7% | $5,432+72.7% | $4,876+92.4% |
| Participant deferral / active EE | $4,607 | $5,629-18.2% | $4,939-6.7% | $5,439-15.3% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,881-98.9% | $10,886-98.7% |