Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,485 | $166,268-90.1% | $165,100-90.0% | $145,897-88.7% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 14.94% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,326 | $5,284-37.0% | $4,348-23.5% | $4,663-28.7% |
| Participant deferral / active EE | $3,875 | $6,964-44.4% | $6,035-35.8% | $6,689-42.1% |
| Admin fee / account holder | $108 | $16,659-99.3% | $12,696-99.1% | $13,390-99.2% |