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 | $1,187 | $75,541-98.4% | $152,093-99.2% | $82,637-98.6% |
| Participation rate | 84.6% | 66.5%+18.1pp | 77.8%+6.8pp | 68.1%+16.6pp |
| Annual return | 26.74% | 32.56%-5.8pp | 66.36%-39.6pp | 53.51%-26.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $858 | $3,206-73.2% | $5,451-84.3% | $4,126-79.2% |
| Admin fee / account holder | $156 | $6,405-97.6% | $14,497-98.9% | $7,339-97.9% |