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 | $17,895 | $209,336-91.5% | $197,124-90.9% | $137,256-87.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.08% | 48.09%-24.0pp | 44.34%-20.3pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,319 | $6,591-49.6% | $6,227-46.7% | $4,156-20.2% |
| Participant deferral / active EE | $3,449 | $9,614-64.1% | $9,135-62.2% | $6,407-46.2% |
| Admin fee / account holder | $59 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |