Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,824 | $109,411-91.9% | $89,435-90.1% | $158,982-94.4% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 24.75% | 345.68%-320.9pp | 245.55%-220.8pp | 302.99%-278.2pp |
| Employer contribution / active EE | $644 | $3,173-79.7% | $2,587-75.1% | $4,763-86.5% |
| Participant deferral / active EE | $5,876 | $4,600+27.7% | $3,890+51.0% | $5,983-1.8% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |