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 | $6,260 | $76,407-91.8% | $150,298-95.8% | $82,448-92.4% |
| Participation rate | 70.6% | 66.4%+4.2pp | 77.8%-7.2pp | 68.1%+2.5pp |
| Annual return | 124.77% | 39.99%+84.8pp | 62.79%+62.0pp | 41.64%+83.1pp |
| Employer contribution / active EE | $333 | $2,614-87.3% | $4,154-92.0% | $2,551-86.9% |
| Participant deferral / active EE | $1,193 | $3,214-62.9% | $5,453-78.1% | $4,139-71.2% |
| Admin fee / account holder | $125 | $6,352-98.0% | $14,116-99.1% | $7,234-98.3% |