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 | $2,863 | $95,580-97.0% | $76,872-96.3% | $139,466-97.9% |
| Participation rate | 80.0% | 74.0%+6.0pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 26.91% | 55.00%-28.1pp | 37.90%-11.0pp | 373.66%-346.8pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,219 | $4,623-73.6% | $3,832-68.2% | $6,712-81.8% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |