Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,429 | $135,956-90.1% | $123,894-89.2% | $273,972-95.1% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 61.14% | 56.63%+4.5pp | 47.52%+13.6pp | 41.46%+19.7pp |
| Employer contribution / active EE | $3,528 | $5,170-31.8% | $4,617-23.6% | $4,869-27.5% |
| Participant deferral / active EE | $7,589 | $6,343+19.6% | $5,984+26.8% | $5,287+43.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |