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 | $21,077 | $232,540-90.9% | $185,117-88.6% | $147,586-85.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.91% | 43.03%-29.1pp | 40.50%-26.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $886 | $5,195-83.0% | $4,182-78.8% | $4,876-81.8% |
| Participant deferral / active EE | $9,551 | $5,834+63.7% | $5,045+89.3% | $5,439+75.6% |
| Admin fee / account holder | $13 | $10,275-99.9% | $8,159-99.8% | $10,886-99.9% |