Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,114 | $148,623-95.9% | $135,974-95.5% | $139,466-95.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 27.29% | 79.30%-52.0pp | 68.30%-41.0pp | 373.66%-346.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,614 | $8,103-67.7% | $7,760-66.3% | $6,712-61.1% |
| Admin fee / account holder | $10 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |