Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,489 | $156,398-92.7% | $147,318-92.2% | $138,895-91.7% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 24.82% | 78.75%-53.9pp | 70.43%-45.6pp | 145.39%-120.6pp |
| Employer contribution / active EE | $1,276 | $4,853-73.7% | $4,593-72.2% | $4,194-69.6% |
| Participant deferral / active EE | $4,134 | $8,237-49.8% | $7,906-47.7% | $6,396-35.4% |
| Admin fee / account holder | $67 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |