Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,302 | $159,934-94.2% | $147,005-93.7% | $145,959-93.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.12% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,398 | $5,287-73.6% | $4,934-71.7% | $4,661-70.0% |
| Participant deferral / active EE | $2,746 | $8,427-67.4% | $8,070-66.0% | $6,689-58.9% |
| Admin fee / account holder | $291 | $15,053-98.1% | $13,006-97.8% | $13,398-97.8% |