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 | $6,500 | $106,267-93.9% | $96,520-93.3% | $139,456-95.3% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 24.18% | 38.45%-14.3pp | 35.72%-11.5pp | 373.45%-349.3pp |
| Employer contribution / active EE | $860 | $4,105-79.1% | $3,739-77.0% | $4,753-81.9% |
| Participant deferral / active EE | $1,408 | $5,454-74.2% | $4,879-71.1% | $6,711-79.0% |
| Admin fee / account holder | $269 | $7,882-96.6% | $6,733-96.0% | $11,407-97.6% |