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 | $9,942 | $201,264-95.1% | $184,185-94.6% | $145,978-93.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.66% | 29.00%-7.3pp | 28.81%-7.2pp | 550.52%-528.9pp |
| Employer contribution / active EE | $2,193 | $7,021-68.8% | $6,426-65.9% | $4,662-53.0% |
| Participant deferral / active EE | $3,180 | $9,806-67.6% | $9,132-65.2% | $6,690-52.5% |
| Admin fee / account holder | $12 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |