Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,851 | $183,539-91.9% | $155,556-90.5% | $145,897-89.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.91% | 61.31%-53.4pp | 64.84%-56.9pp | 552.29%-544.4pp |
| Employer contribution / active EE | $7,143 | $5,315+34.4% | $4,675+52.8% | $4,663+53.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $68 | $19,275-99.6% | $15,885-99.6% | $13,390-99.5% |