Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,893 | $156,398-96.9% | $147,318-96.7% | $138,895-96.5% |
| Participation rate | 84.2% | 83.8%+0.5pp | 82.1%+2.1pp | 79.9%+4.3pp |
| Annual return | 51.06% | 78.75%-27.7pp | 70.43%-19.4pp | 145.39%-94.3pp |
| Employer contribution / active EE | $1,057 | $4,853-78.2% | $4,593-77.0% | $4,194-74.8% |
| Participant deferral / active EE | $2,928 | $8,237-64.5% | $7,906-63.0% | $6,396-54.2% |
| Admin fee / account holder | $106 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |