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 | $4,950 | $110,307-95.5% | $96,576-94.9% | $139,456-96.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 33.54% | 26.40%+7.1pp | 25.87%+7.7pp | 373.45%-339.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,784 | $5,547-67.8% | $4,851-63.2% | $6,711-73.4% |
| Admin fee / account holder | $16 | $11,597-99.9% | $8,253-99.8% | $11,407-99.9% |