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 | $2,497 | $49,891-95.0% | $80,607-96.9% | $75,181-96.7% |
| Participation rate | 84.0% | 55.3%+28.7pp | 67.0%+17.0pp | 67.2%+16.8pp |
| Annual return | 57.17% | 34.67%+22.5pp | 936.11%-878.9pp | 160.69%-103.5pp |
| Employer contribution / active EE | $464 | $1,698-72.7% | $2,724-83.0% | $2,671-82.6% |
| Participant deferral / active EE | $1,144 | $2,991-61.8% | $4,448-74.3% | $4,126-72.3% |
| Admin fee / account holder | $50 | $3,578-98.6% | $5,379-99.1% | $5,650-99.1% |