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 | $17,185 | $165,361-89.6% | $149,715-88.5% | $158,950-89.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.73% | 348.24%-327.5pp | 276.66%-255.9pp | 302.91%-282.2pp |
| Employer contribution / active EE | $2,779 | $5,103-45.5% | $4,645-40.2% | $4,762-41.6% |
| Participant deferral / active EE | $5,463 | $7,182-23.9% | $6,842-20.2% | $5,983-8.7% |
| Admin fee / account holder | $36 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |