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 | $17,891 | $102,382-82.5% | $147,005-87.8% | $80,874-77.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 28.55% | 134.89%-106.3pp | 418.76%-390.2pp | 35.62%-7.1pp |
| Employer contribution / active EE | $1,903 | $3,715-48.8% | $4,934-61.4% | $2,756-31.0% |
| Participant deferral / active EE | $3,311 | $6,646-50.2% | $8,070-59.0% | $4,297-22.9% |
| Admin fee / account holder | $130 | $7,942-98.4% | $13,006-99.0% | $6,935-98.1% |