Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,968 | $85,766-80.2% | $136,298-87.6% | $70,126-75.8% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 36.23% | 31.46%+4.8pp | 5156.27%-5120.0pp | 73.15%-36.9pp |
| Employer contribution / active EE | $1,875 | $2,966-36.8% | $4,696-60.1% | $2,343-20.0% |
| Participant deferral / active EE | $5,664 | $5,051+12.1% | $6,247-9.3% | $3,332+70.0% |
| Admin fee / account holder | $229 | $5,421-95.8% | $9,244-97.5% | $4,645-95.1% |