Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,959 | $217,432-95.4% | $185,849-94.6% | $167,536-94.1% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 17.27% | 148.42%-131.1pp | 122.10%-104.8pp | 478.82%-461.5pp |
| Employer contribution / active EE | $2,372 | $5,875-59.6% | $5,169-54.1% | $4,839-51.0% |
| Participant deferral / active EE | $3,084 | $6,357-51.5% | $5,569-44.6% | $6,342-51.4% |
| Admin fee / account holder | $218 | $19,818-98.9% | $16,244-98.7% | $12,315-98.2% |