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 | $34,978 | $100,060-65.0% | $149,721-76.6% | $70,126-50.1% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.4pp | 69.5%+28.0pp |
| Annual return | 39.04% | 27.46%+11.6pp | 1501.67%-1462.6pp | 73.15%-34.1pp |
| Employer contribution / active EE | $3,845 | $3,661+5.0% | $5,444-29.4% | $2,343+64.1% |
| Participant deferral / active EE | $3,060 | $4,982-38.6% | $6,568-53.4% | $3,332-8.1% |
| Admin fee / account holder | $8 | $8,285-99.9% | $11,282-99.9% | $4,645-99.8% |