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 | $17,143 | $150,412-88.6% | $120,574-85.8% | $145,884-88.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 154.50%-139.2pp | 107.42%-92.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,546 | $4,355-41.5% | $3,471-26.7% | $4,662-45.4% |
| Participant deferral / active EE | $4,083 | $6,175-33.9% | $4,996-18.3% | $6,690-39.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |