Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,282 | $154,193-92.7% | $130,045-91.3% | $139,466-91.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 25.95% | 32.51%-6.6pp | -137.30%+163.3pp | 373.66%-347.7pp |
| Employer contribution / active EE | $1,893 | $5,292-64.2% | $4,321-56.2% | $4,754-60.2% |
| Participant deferral / active EE | $3,142 | $6,709-53.2% | $5,820-46.0% | $6,712-53.2% |
| Admin fee / account holder | $57 | $13,989-99.6% | $10,600-99.5% | $11,409-99.5% |