Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,650 | $176,105-90.0% | $159,474-88.9% | $167,536-89.5% |
| Participation rate | 81.3% | 85.0%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 23.26% | 331.91%-308.7pp | 263.68%-240.4pp | 478.82%-455.6pp |
| Employer contribution / active EE | $1,544 | $5,299-70.9% | $4,831-68.0% | $4,839-68.1% |
| Participant deferral / active EE | $2,961 | $7,751-61.8% | $7,353-59.7% | $6,342-53.3% |
| Admin fee / account holder | $81 | $12,559-99.4% | $10,802-99.2% | $12,315-99.3% |