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 | $21,915 | $98,766-77.8% | $149,730-85.4% | $79,852-72.6% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 28.97% | 27.43%+1.5pp | 276.70%-247.7pp | 31.72%-2.8pp |
| Employer contribution / active EE | $3,068 | $3,217-4.6% | $4,645-34.0% | $2,471+24.2% |
| Participant deferral / active EE | $6,742 | $5,681+18.7% | $6,843-1.5% | $3,740+80.3% |
| Admin fee / account holder | $196 | $6,052-96.8% | $9,310-97.9% | $5,306-96.3% |