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 | $6,864 | $162,529-95.8% | $130,788-94.8% | $154,746-95.6% |
| Participation rate | 93.3% | 75.9%+17.5pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 22.27% | 510.48%-488.2pp | 386.44%-364.2pp | 172.34%-150.1pp |
| Employer contribution / active EE | $821 | $4,447-81.5% | $3,558-76.9% | $4,379-81.2% |
| Participant deferral / active EE | $1,230 | $4,808-74.4% | $4,137-70.3% | $6,730-81.7% |
| Admin fee / account holder | $176 | $7,669-97.7% | $6,673-97.4% | $14,365-98.8% |