Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,058 | $104,924-90.4% | $84,623-88.1% | $152,885-93.4% |
| Participation rate | 93.3% | 74.8%+18.5pp | 68.2%+25.1pp | 82.5%+10.9pp |
| Annual return | 34.63% | 373.82%-339.2pp | 258.77%-224.1pp | 345.39%-310.8pp |
| Employer contribution / active EE | $2,332 | $3,302-29.4% | $2,652-12.1% | $4,763-51.1% |
| Participant deferral / active EE | $2,900 | $4,689-38.1% | $3,899-25.6% | $5,851-50.4% |
| Admin fee / account holder | $245 | $6,242-96.1% | $4,913-95.0% | $11,598-97.9% |