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 | $9,747 | $77,419-87.4% | $69,461-86.0% | $152,885-93.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.5%+5.0pp |
| Annual return | 30.03% | 39.07%-9.0pp | 28.97%+1.1pp | 345.39%-315.4pp |
| Employer contribution / active EE | $1,440 | $3,315-56.6% | $2,779-48.2% | $4,763-69.8% |
| Participant deferral / active EE | $2,537 | $4,414-42.5% | $3,536-28.2% | $5,851-56.6% |
| Admin fee / account holder | $143 | $6,207-97.7% | $3,840-96.3% | $11,598-98.8% |