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 | $30,801 | $198,462-84.5% | $170,439-81.9% | $147,585-79.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.34% | 257.30%-240.0pp | 205.94%-188.6pp | 578.58%-561.2pp |
| Employer contribution / active EE | $1,435 | $6,184-76.8% | $5,433-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $3,957 | $5,629-29.7% | $4,939-19.9% | $5,439-27.2% |
| Admin fee / account holder | $125 | $16,852-99.3% | $13,881-99.1% | $10,886-98.8% |