Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,845 | $148,582-90.0% | $135,942-89.1% | $139,456-89.4% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 28.10% | 79.26%-51.2pp | 68.28%-40.2pp | 373.45%-345.4pp |
| Employer contribution / active EE | $2,131 | $5,245-59.4% | $4,858-56.1% | $4,753-55.2% |
| Participant deferral / active EE | $3,291 | $8,101-59.4% | $7,759-57.6% | $6,711-51.0% |
| Admin fee / account holder | $100 | $12,402-99.2% | $10,764-99.1% | $11,407-99.1% |