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 | $10,955 | $175,231-93.7% | $149,696-92.7% | $139,466-92.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.60% | 166.77%-141.2pp | 134.46%-108.9pp | 373.66%-348.1pp |
| Employer contribution / active EE | $3,320 | $5,478-39.4% | $4,821-31.1% | $4,754-30.2% |
| Participant deferral / active EE | $3,980 | $6,521-39.0% | $5,682-30.0% | $6,712-40.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |