Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,717 | $160,028-93.9% | $147,080-93.4% | $145,884-93.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 20.57% | 98.60%-78.0pp | 420.17%-399.6pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,609 | $5,286-69.6% | $4,933-67.4% | $4,662-65.5% |
| Participant deferral / active EE | $2,625 | $8,422-68.8% | $8,066-67.5% | $6,690-60.8% |
| Admin fee / account holder | $44 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |