Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,001 | $110,039-97.3% | $97,260-96.9% | $145,884-97.9% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.7%+22.6pp | 80.3%+14.9pp |
| Annual return | 17.10% | 244.44%-227.3pp | 75.54%-58.4pp | 551.85%-534.7pp |
| Employer contribution / active EE | $915 | $3,074-70.2% | $2,721-66.4% | $4,662-80.4% |
| Participant deferral / active EE | $1,129 | $4,674-75.8% | $4,262-73.5% | $6,690-83.1% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |