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 | $8,199 | $148,582-94.5% | $135,942-94.0% | $139,456-94.1% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.1pp |
| Annual return | 31.79% | 79.26%-47.5pp | 68.28%-36.5pp | 373.45%-341.7pp |
| Employer contribution / active EE | $1,086 | $5,245-79.3% | $4,858-77.6% | $4,753-77.1% |
| Participant deferral / active EE | $4,575 | $8,101-43.5% | $7,759-41.0% | $6,711-31.8% |
| Admin fee / account holder | $49 | $12,402-99.6% | $10,764-99.5% | $11,407-99.6% |