Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,033 | $196,972-89.3% | $182,262-88.5% | $198,609-89.4% |
| Participation rate | 78.6% | 85.7%-7.1pp | 84.2%-5.6pp | 82.4%-3.8pp |
| Annual return | 65.04% | 158.27%-93.2pp | 140.60%-75.6pp | 202.70%-137.7pp |
| Employer contribution / active EE | $1,944 | $5,364-63.7% | $5,046-61.5% | $5,055-61.5% |
| Participant deferral / active EE | $5,677 | $8,643-34.3% | $8,276-31.4% | $6,977-18.6% |
| Admin fee / account holder | $254 | $18,429-98.6% | $16,712-98.5% | $19,030-98.7% |