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 | $22,622 | $85,766-73.6% | $136,298-83.4% | $70,126-67.7% |
| Participation rate | 98.9% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 19.66% | 31.46%-11.8pp | 5156.27%-5136.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,463 | $2,966-50.7% | $4,696-68.8% | $2,343-37.5% |
| Participant deferral / active EE | $3,603 | $5,051-28.7% | $6,247-42.3% | $3,332+8.1% |
| Admin fee / account holder | $229 | $5,421-95.8% | $9,244-97.5% | $4,645-95.1% |