Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,795 | $70,684-81.9% | $169,390-92.4% | $75,173-83.0% |
| Participation rate | 90.0% | 64.8%+25.2pp | 77.2%+12.8pp | 67.2%+22.8pp |
| Annual return | 21.81% | 36.38%-14.6pp | 406.07%-384.3pp | 160.72%-138.9pp |
| Employer contribution / active EE | $922 | $2,211-58.3% | $4,013-77.0% | $2,671-65.5% |
| Participant deferral / active EE | $2,429 | $4,310-43.6% | $6,222-61.0% | $4,126-41.1% |
| Admin fee / account holder | $152 | $5,404-97.2% | $9,015-98.3% | $5,651-97.3% |