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 | $24,283 | $91,559-73.5% | $133,978-81.9% | $79,856-69.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.33% | 61.85%-50.5pp | 45.10%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $5,232 | $2,384+119.5% | $3,919+33.5% | $2,471+111.7% |
| Participant deferral / active EE | $3,500 | $3,734-6.3% | $5,047-30.7% | $3,741-6.4% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |