Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,598 | $148,623-94.9% | $135,974-94.4% | $139,466-94.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.96% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.7pp |
| Employer contribution / active EE | $1,426 | $5,246-72.8% | $4,859-70.7% | $4,754-70.0% |
| Participant deferral / active EE | $3,238 | $8,103-60.0% | $7,760-58.3% | $6,712-51.8% |
| Admin fee / account holder | $89 | $12,406-99.3% | $10,767-99.2% | $11,409-99.2% |