Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,615 | $124,346-81.8% | $111,308-79.7% | $167,536-86.5% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 16.10% | 37.45%-21.4pp | 54.67%-38.6pp | 478.82%-462.7pp |
| Employer contribution / active EE | $2,049 | $3,437-40.4% | $2,732-25.0% | $4,839-57.7% |
| Participant deferral / active EE | $3,769 | $5,182-27.3% | $4,487-16.0% | $6,342-40.6% |
| Admin fee / account holder | $109 | $10,621-99.0% | $7,965-98.6% | $12,315-99.1% |