Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,655 | $228,352-96.6% | $185,835-95.9% | $158,966-95.2% |
| Participation rate | 81.3% | 82.3%-1.1pp | 78.0%+3.2pp | 82.0%-0.7pp |
| Annual return | 21.28% | 40.81%-19.5pp | 35.96%-14.7pp | 302.95%-281.7pp |
| Employer contribution / active EE | $803 | $4,967-83.8% | $4,087-80.3% | $4,762-83.1% |
| Participant deferral / active EE | $1,887 | $6,416-70.6% | $5,633-66.5% | $5,983-68.5% |
| Admin fee / account holder | $51 | $11,867-99.6% | $9,502-99.5% | $11,250-99.5% |