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 | $1,735 | $72,071-97.6% | $68,368-97.5% | $137,256-98.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 26.55% | 353.14%-326.6pp | 292.57%-266.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $626 | $4,410-85.8% | $4,123-84.8% | $6,407-90.2% |
| Admin fee / account holder | $127 | $5,336-97.6% | $5,150-97.5% | $12,270-99.0% |