Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,528 | $172,111-96.2% | $150,298-95.7% | $137,256-95.2% |
| Participation rate | 78.9% | 81.7%-2.8pp | 77.8%+1.2pp | 80.0%-1.0pp |
| Annual return | 36.08% | 69.37%-33.3pp | 62.79%-26.7pp | 220.34%-184.3pp |
| Employer contribution / active EE | $916 | $4,636-80.2% | $4,154-78.0% | $4,156-78.0% |
| Participant deferral / active EE | $1,741 | $6,166-71.8% | $5,453-68.1% | $6,407-72.8% |
| Admin fee / account holder | $74 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |