Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,127 | $108,825-87.9% | $156,181-91.6% | $82,448-84.1% |
| Participation rate | 79.2% | 72.4%+6.8pp | 78.8%+0.3pp | 68.1%+11.1pp |
| Annual return | 33.27% | 20.59%+12.7pp | 64.87%-31.6pp | 41.64%-8.4pp |
| Employer contribution / active EE | $1,057 | $2,870-63.2% | $4,294-75.4% | $2,551-58.6% |
| Participant deferral / active EE | $4,911 | $4,577+7.3% | $6,132-19.9% | $4,139+18.7% |
| Admin fee / account holder | $87 | $9,341-99.1% | $14,586-99.4% | $7,234-98.8% |