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 | $19,877 | $153,769-87.1% | $133,975-85.2% | $273,972-92.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 197.02% | 36.51%+160.5pp | 29.29%+167.7pp | 41.46%+155.6pp |
| Employer contribution / active EE | $2,641 | $6,029-56.2% | $5,211-49.3% | $4,869-45.8% |
| Participant deferral / active EE | $6,520 | $6,958-6.3% | $6,282+3.8% | $5,287+23.3% |
| Admin fee / account holder | $69 | $11,765-99.4% | $9,324-99.3% | $10,133-99.3% |