Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,549 | $176,077-89.5% | $159,455-88.4% | $167,518-88.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.63% | 331.83%-315.2pp | 263.63%-247.0pp | 478.71%-462.1pp |
| Employer contribution / active EE | $2,369 | $5,298-55.3% | $4,830-51.0% | $4,838-51.0% |
| Participant deferral / active EE | $3,359 | $7,751-56.7% | $7,353-54.3% | $6,342-47.0% |
| Admin fee / account holder | $67 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |