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 | $7,520 | $75,959-90.1% | $154,114-95.1% | $64,181-88.3% |
| Participation rate | 94.1% | 70.4%+23.7pp | 83.0%+11.1pp | 69.6%+24.5pp |
| Annual return | 7.26% | 30.32%-23.1pp | 735.16%-727.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $984 | $3,350-70.6% | $5,298-81.4% | $2,381-58.7% |
| Participant deferral / active EE | $1,412 | $3,175-55.5% | $5,081-72.2% | $3,470-59.3% |
| Admin fee / account holder | $37 | $5,589-99.3% | $13,411-99.7% | $4,887-99.2% |