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 | $15,986 | $209,425-92.4% | $178,499-91.0% | $158,966-89.9% |
| Participation rate | 90.5% | 86.4%+4.1pp | 81.9%+8.5pp | 82.0%+8.5pp |
| Annual return | 27.95% | 188.80%-160.8pp | 151.10%-123.2pp | 302.95%-275.0pp |
| Employer contribution / active EE | $2,425 | $5,707-57.5% | $5,011-51.6% | $4,762-49.1% |
| Participant deferral / active EE | $5,582 | $5,955-6.3% | $5,202+7.3% | $5,983-6.7% |
| Admin fee / account holder | $48 | $17,078-99.7% | $13,986-99.7% | $11,250-99.6% |