Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,650 | $157,829-93.9% | $136,867-92.9% | $198,609-95.1% |
| Participation rate | 90.0% | 77.2%+12.8pp | 74.5%+15.5pp | 82.4%+7.6pp |
| Annual return | 19.19% | 51.25%-32.1pp | 42.97%-23.8pp | 202.70%-183.5pp |
| Employer contribution / active EE | $979 | $3,923-75.0% | $3,547-72.4% | $5,055-80.6% |
| Participant deferral / active EE | $2,471 | $5,463-54.8% | $4,924-49.8% | $6,977-64.6% |
| Admin fee / account holder | $292 | $11,107-97.4% | $10,340-97.2% | $19,030-98.5% |