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 | $12,766 | $183,592-93.0% | $155,574-91.8% | $145,877-91.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $8,635 | $5,317+62.4% | $4,676+84.7% | $4,663+85.2% |
| Participant deferral / active EE | $12,000 | $6,466+85.6% | $5,629+113.2% | $6,691+79.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |