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 | $15,307 | $185,312-91.7% | $161,489-90.5% | $154,746-90.1% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 26.08% | 103.84%-77.8pp | 89.72%-63.6pp | 172.34%-146.3pp |
| Employer contribution / active EE | $1,180 | $4,769-75.3% | $4,268-72.4% | $4,379-73.1% |
| Participant deferral / active EE | $3,155 | $6,350-50.3% | $5,630-44.0% | $6,730-53.1% |
| Admin fee / account holder | $77 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |