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 | $24,885 | $152,619-83.7% | $125,195-80.1% | $152,909-83.7% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.5%+11.3pp |
| Annual return | 33.11% | 54.85%-21.7pp | 43.79%-10.7pp | 345.46%-312.4pp |
| Employer contribution / active EE | $5,106 | $4,947+3.2% | $3,866+32.1% | $4,764+7.2% |
| Participant deferral / active EE | $5,500 | $5,869-6.3% | $4,937+11.4% | $5,851-6.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |