Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,583 | $53,128-89.5% | $86,582-93.6% | $70,126-92.0% |
| Participation rate | 88.6% | 65.3%+23.3pp | 73.5%+15.0pp | 69.5%+19.0pp |
| Annual return | 33.21% | 27.66%+5.5pp | 965.08%-931.9pp | 73.15%-39.9pp |
| Employer contribution / active EE | $1,008 | $2,068-51.3% | $2,839-64.5% | $2,343-57.0% |
| Participant deferral / active EE | $2,653 | $2,695-1.6% | $3,609-26.5% | $3,332-20.4% |
| Admin fee / account holder | $103 | $3,584-97.1% | $4,904-97.9% | $4,645-97.8% |