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 | $8,069 | $85,171-90.5% | $172,753-95.3% | $72,976-88.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.51% | 27.32%-1.8pp | 803.00%-777.5pp | 81.02%-55.5pp |
| Employer contribution / active EE | $2,327 | $3,324-30.0% | $5,144-54.8% | $2,440-4.6% |
| Participant deferral / active EE | $1,682 | $3,260-48.4% | $5,198-67.6% | $3,608-53.4% |
| Admin fee / account holder | $198 | $5,880-96.6% | $13,956-98.6% | $5,124-96.1% |