Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,406 | $111,830-89.8% | $93,696-87.8% | $145,884-92.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.82% | 204.08%-189.3pp | 133.74%-118.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,835 | $3,093-40.7% | $2,422-24.2% | $4,662-60.6% |
| Participant deferral / active EE | $2,902 | $4,920-41.0% | $4,417-34.3% | $6,690-56.6% |
| Admin fee / account holder | $75 | $10,249-99.3% | $8,287-99.1% | $13,392-99.4% |