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 | $24,205 | $209,422-88.4% | $178,503-86.4% | $158,982-84.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 7.58% | 188.81%-181.2pp | 151.12%-143.5pp | 302.99%-295.4pp |
| Employer contribution / active EE | $2,276 | $5,707-60.1% | $5,011-54.6% | $4,763-52.2% |
| Participant deferral / active EE | $2,791 | $5,955-53.1% | $5,202-46.4% | $5,983-53.4% |
| Admin fee / account holder | $141 | $17,079-99.2% | $13,987-99.0% | $11,252-98.7% |