Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,010 | $112,933-86.7% | $90,970-83.5% | $158,982-90.6% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 17.07% | 215.82%-198.8pp | 134.60%-117.5pp | 302.99%-285.9pp |
| Employer contribution / active EE | $1,013 | $2,893-65.0% | $2,122-52.3% | $4,763-78.7% |
| Participant deferral / active EE | $2,663 | $4,128-35.5% | $3,373-21.1% | $5,983-55.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |