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 | $13,960 | $154,228-90.9% | $145,433-90.4% | $137,256-89.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 24.48% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,305 | $4,804-72.8% | $4,554-71.4% | $4,156-68.6% |
| Participant deferral / active EE | $2,724 | $8,216-66.9% | $7,897-65.5% | $6,407-57.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |