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 | $1,758 | $51,222-96.6% | $70,544-97.5% | $75,173-97.7% |
| Participation rate | 71.7% | 61.0%+10.8pp | 68.4%+3.4pp | 67.2%+4.5pp |
| Annual return | 49.09% | 30.06%+19.0pp | 32.79%+16.3pp | 160.72%-111.6pp |
| Employer contribution / active EE | $360 | $1,827-80.3% | $2,976-87.9% | $2,671-86.5% |
| Participant deferral / active EE | $1,460 | $2,850-48.8% | $4,568-68.0% | $4,126-64.6% |
| Admin fee / account holder | $244 | $4,096-94.0% | $6,427-96.2% | $5,651-95.7% |