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 | $5,902 | $124,314-95.3% | $109,163-94.6% | $167,518-96.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 35.04% | 26.04%+9.0pp | 25.75%+9.3pp | 478.71%-443.7pp |
| Employer contribution / active EE | $1,355 | $4,209-67.8% | $3,723-63.6% | $4,838-72.0% |
| Participant deferral / active EE | $3,431 | $5,256-34.7% | $4,654-26.3% | $6,342-45.9% |
| Admin fee / account holder | $14 | $7,973-99.8% | $6,754-99.8% | $12,312-99.9% |