Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,371 | $198,457-88.7% | $170,435-86.9% | $147,586-84.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 25.73% | 257.30%-231.6pp | 205.94%-180.2pp | 578.59%-552.9pp |
| Employer contribution / active EE | $9,378 | $6,183+51.7% | $5,432+72.6% | $4,876+92.3% |
| Participant deferral / active EE | $4,482 | $5,629-20.4% | $4,939-9.3% | $5,439-17.6% |
| Admin fee / account holder | $33 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |