Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,111 | $107,368-85.9% | $92,915-83.7% | $152,909-90.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 36.77% | 145.64%-108.9pp | 109.45%-72.7pp | 345.46%-308.7pp |
| Employer contribution / active EE | $1,900 | $4,222-55.0% | $3,653-48.0% | $4,764-60.1% |
| Participant deferral / active EE | $4,386 | $4,848-9.5% | $4,238+3.5% | $5,851-25.1% |
| Admin fee / account holder | $46 | $7,082-99.4% | $5,796-99.2% | $11,601-99.6% |