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 | $4,756 | $149,778-96.8% | $118,946-96.0% | $158,966-97.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 48.17% | 19.95%+28.2pp | 35.89%+12.3pp | 302.95%-254.8pp |
| Employer contribution / active EE | $1,028 | $4,117-75.0% | $3,263-68.5% | $4,762-78.4% |
| Participant deferral / active EE | $1,681 | $5,225-67.8% | $4,266-60.6% | $5,983-71.9% |
| Admin fee / account holder | $12 | $8,604-99.9% | $6,581-99.8% | $11,250-99.9% |