Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,960 | $159,978-95.0% | $147,041-94.6% | $145,978-94.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.23% | 98.36%-83.1pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,785 | $5,288-47.3% | $4,935-43.6% | $4,662-40.3% |
| Participant deferral / active EE | $3,828 | $8,429-54.6% | $8,071-52.6% | $6,690-42.8% |
| Admin fee / account holder | $111 | $15,053-99.3% | $13,006-99.1% | $13,400-99.2% |