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 | $14,665 | $148,582-90.1% | $135,942-89.2% | $139,456-89.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 46.62% | 79.26%-32.6pp | 68.28%-21.7pp | 373.45%-326.8pp |
| Employer contribution / active EE | $2,963 | $5,245-43.5% | $4,858-39.0% | $4,753-37.7% |
| Participant deferral / active EE | $7,658 | $8,101-5.5% | $7,759-1.3% | $6,711+14.1% |
| Admin fee / account holder | $45 | $12,402-99.6% | $10,764-99.6% | $11,407-99.6% |