Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,562 | $165,399-87.6% | $149,745-86.3% | $158,982-87.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 26.86% | 348.34%-321.5pp | 276.72%-249.9pp | 302.99%-276.1pp |
| Employer contribution / active EE | $3,174 | $5,105-37.8% | $4,646-31.7% | $4,763-33.4% |
| Participant deferral / active EE | $5,285 | $7,183-26.4% | $6,843-22.8% | $5,983-11.7% |
| Admin fee / account holder | $61 | $10,811-99.4% | $9,312-99.3% | $11,252-99.5% |