Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,635 | $154,754-98.9% | $124,206-98.7% | $138,895-98.8% |
| Participation rate | 81.0% | 75.5%+5.5pp | 69.6%+11.4pp | 79.9%+1.0pp |
| Annual return | 20.21% | 709.28%-689.1pp | 515.27%-495.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $606 | $4,621-86.9% | $3,968-84.7% | $6,396-90.5% |
| Admin fee / account holder | $174 | $6,690-97.4% | $5,929-97.1% | $12,562-98.6% |