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 | $5,494 | $100,073-94.5% | $85,126-93.5% | $145,877-96.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 84.11%-70.7pp | 66.63%-53.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,300 | $3,236-59.8% | $2,731-52.4% | $4,663-72.1% |
| Participant deferral / active EE | $1,734 | $5,294-67.3% | $4,523-61.7% | $6,691-74.1% |
| Admin fee / account holder | $144 | $7,261-98.0% | $6,160-97.7% | $13,402-98.9% |