Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,452 | $106,280-91.1% | $96,538-90.2% | $139,487-93.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 39.44% | 38.48%+1.0pp | 35.74%+3.7pp | 373.84%-334.4pp |
| Employer contribution / active EE | $2,572 | $4,107-37.4% | $3,740-31.2% | $4,755-45.9% |
| Participant deferral / active EE | $3,246 | $5,457-40.5% | $4,880-33.5% | $6,713-51.6% |
| Admin fee / account holder | $95 | $7,888-98.8% | $6,737-98.6% | $11,407-99.2% |