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 | $25,405 | $168,636-84.9% | $147,618-82.8% | $125,388-79.7% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -0.85% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,493 | $6,252-76.1% | $5,565-73.2% | $4,866-69.3% |
| Participant deferral / active EE | $4,686 | $5,507-14.9% | $4,895-4.3% | $5,352-12.4% |
| Admin fee / account holder | $60 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |