Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,777 | $174,379-94.4% | $152,093-93.6% | $138,895-93.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.44% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,177 | $4,652-74.7% | $4,175-71.8% | $4,194-71.9% |
| Participant deferral / active EE | $1,678 | $6,159-72.8% | $5,451-69.2% | $6,396-73.8% |
| Admin fee / account holder | $46 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |