Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,287 | $65,555-73.6% | $86,216-79.9% | $75,173-77.0% |
| Participation rate | 82.4% | 60.5%+21.9pp | 69.0%+13.4pp | 67.2%+15.1pp |
| Annual return | 21.30% | 46.07%-24.8pp | 1169.42%-1148.1pp | 160.72%-139.4pp |
| Employer contribution / active EE | $706 | $1,553-54.5% | $2,382-70.3% | $2,671-73.6% |
| Participant deferral / active EE | $4,119 | $3,023+36.3% | $3,986+3.3% | $4,126-0.2% |
| Admin fee / account holder | $289 | $5,469-94.7% | $6,853-95.8% | $5,651-94.9% |