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 | $5,015 | $58,275-91.4% | $81,844-93.9% | $80,935-93.8% |
| Participation rate | 76.9% | 63.5%+13.5pp | 72.4%+4.5pp | 67.7%+9.3pp |
| Annual return | 15.66% | 41.82%-26.2pp | 778.87%-763.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $781 | $2,346-66.7% | $2,916-73.2% | $2,757-71.7% |
| Participant deferral / active EE | $1,950 | $3,285-40.6% | $4,323-54.9% | $4,299-54.6% |
| Admin fee / account holder | $277 | $4,749-94.2% | $7,355-96.2% | $6,924-96.0% |