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 | $7,642 | $152,592-95.0% | $125,180-93.9% | $152,885-95.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 33.47% | 54.84%-21.4pp | 43.79%-10.3pp | 345.39%-311.9pp |
| Employer contribution / active EE | $972 | $4,947-80.3% | $3,866-74.8% | $4,763-79.6% |
| Participant deferral / active EE | $3,473 | $5,868-40.8% | $4,937-29.6% | $5,851-40.6% |
| Admin fee / account holder | $23 | $13,435-99.8% | $9,703-99.8% | $11,598-99.8% |