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 | $10,187 | $175,231-94.2% | $149,696-93.2% | $139,466-92.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.18% | 166.77%-126.6pp | 134.46%-94.3pp | 373.66%-333.5pp |
| Employer contribution / active EE | $3,471 | $5,478-36.6% | $4,821-28.0% | $4,754-27.0% |
| Participant deferral / active EE | $2,990 | $6,521-54.2% | $5,682-47.4% | $6,712-55.5% |
| Admin fee / account holder | $279 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |