Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,568 | $217,432-88.2% | $185,849-86.2% | $167,536-84.7% |
| Participation rate | 78.3% | 86.1%-7.8pp | 81.7%-3.4pp | 82.1%-3.9pp |
| Annual return | 15.64% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $1,260 | $5,875-78.6% | $5,169-75.6% | $4,839-74.0% |
| Participant deferral / active EE | $4,044 | $6,357-36.4% | $5,569-27.4% | $6,342-36.2% |
| Admin fee / account holder | $19 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |