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 | $3,348 | $76,407-95.6% | $150,298-97.8% | $82,448-95.9% |
| Participation rate | 75.8% | 66.4%+9.4pp | 77.8%-2.0pp | 68.1%+7.7pp |
| Annual return | 19.46% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $765 | $2,614-70.7% | $4,154-81.6% | $2,551-70.0% |
| Participant deferral / active EE | $1,092 | $3,214-66.0% | $5,453-80.0% | $4,139-73.6% |
| Admin fee / account holder | $197 | $6,352-96.9% | $14,116-98.6% | $7,234-97.3% |