Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,763 | $55,457-75.2% | $77,361-82.2% | $94,015-85.4% |
| Participation rate | 85.3% | 69.8%+15.4pp | 75.0%+10.3pp | 70.8%+14.4pp |
| Annual return | 25.70% | 15.57%+10.1pp | 1011.54%-985.8pp | 17.84%+7.9pp |
| Employer contribution / active EE | $576 | $2,255-74.4% | $2,990-80.7% | $2,790-79.3% |
| Participant deferral / active EE | $1,795 | $3,069-41.5% | $3,911-54.1% | $4,249-57.8% |
| Admin fee / account holder | $248 | $4,334-94.3% | $5,894-95.8% | $8,951-97.2% |