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 | $5,714 | $102,638-94.4% | $81,982-93.0% | $158,982-96.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 29.40% | 61.05%-31.7pp | 41.31%-11.9pp | 302.99%-273.6pp |
| Employer contribution / active EE | $1,194 | $3,241-63.2% | $2,498-52.2% | $4,763-74.9% |
| Participant deferral / active EE | $1,530 | $4,649-67.1% | $3,722-58.9% | $5,983-74.4% |
| Admin fee / account holder | $214 | $8,237-97.4% | $5,665-96.2% | $11,252-98.1% |