Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,226 | $217,432-96.7% | $185,849-96.1% | $167,536-95.7% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 23.33% | 148.42%-125.1pp | 122.10%-98.8pp | 478.82%-455.5pp |
| Employer contribution / active EE | $3,268 | $5,875-44.4% | $5,169-36.8% | $4,839-32.5% |
| Participant deferral / active EE | $2,672 | $6,357-58.0% | $5,569-52.0% | $6,342-57.9% |
| Admin fee / account holder | $27 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |