Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,924 | $72,269-94.6% | $101,271-96.1% | $79,852-95.1% |
| Participation rate | 87.9% | 68.5%+19.4pp | 75.8%+12.1pp | 69.6%+18.2pp |
| Annual return | 107.90% | 22.29%+85.6pp | 46.48%+61.4pp | 31.72%+76.2pp |
| Employer contribution / active EE | $1,272 | $2,692-52.7% | $3,660-65.2% | $2,471-48.5% |
| Participant deferral / active EE | $2,747 | $3,282-16.3% | $4,371-37.2% | $3,740-26.6% |
| Admin fee / account holder | $60 | $4,401-98.6% | $5,948-99.0% | $5,306-98.9% |