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 | $18,365 | $209,422-91.2% | $178,503-89.7% | $158,982-88.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.55% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.4pp |
| Employer contribution / active EE | $5,636 | $5,707-1.2% | $5,011+12.5% | $4,763+18.3% |
| Participant deferral / active EE | $3,394 | $5,955-43.0% | $5,202-34.8% | $5,983-43.3% |
| Admin fee / account holder | $105 | $17,079-99.4% | $13,987-99.2% | $11,252-99.1% |