Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,357 | $180,466-88.2% | $154,114-86.1% | $135,382-84.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 17.47% | 888.15%-870.7pp | 735.16%-717.7pp | 519.77%-502.3pp |
| Employer contribution / active EE | $6,184 | $6,035+2.5% | $5,298+16.7% | $4,779+29.4% |
| Participant deferral / active EE | $3,111 | $5,806-46.4% | $5,081-38.8% | $5,609-44.5% |
| Admin fee / account holder | $145 | $16,144-99.1% | $13,411-98.9% | $10,829-98.7% |