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 | $16,260 | $118,496-86.3% | $98,461-83.5% | $139,466-88.3% |
| Participation rate | 88.9% | 77.5%+11.4pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 8758.99% | 18.96%+8740.0pp | 21.17%+8737.8pp | 373.66%+8385.3pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,027 | $5,393-25.3% | $4,738-15.0% | $6,712-40.0% |
| Admin fee / account holder | $75 | $14,056-99.5% | $8,961-99.2% | $11,409-99.3% |