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 | $16,002 | $105,198-84.8% | $159,455-90.0% | $85,856-81.4% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.3pp |
| Annual return | 20.83% | 45.08%-24.2pp | 263.63%-242.8pp | 318.58%-297.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,596 | $5,946+27.7% | $7,353+3.3% | $3,952+92.2% |
| Admin fee / account holder | $117 | $6,934-98.3% | $10,800-98.9% | $6,261-98.1% |