Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,189 | $78,682-93.4% | $109,188-95.2% | $85,851-94.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.46% | 25.09%-9.6pp | 25.76%-10.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $689 | $2,734-74.8% | $3,723-81.5% | $2,565-73.1% |
| Participant deferral / active EE | $2,946 | $3,468-15.0% | $4,654-36.7% | $3,952-25.5% |
| Admin fee / account holder | $297 | $5,470-94.6% | $6,755-95.6% | $6,261-95.3% |