Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,815 | $165,399-88.6% | $149,745-87.4% | $158,982-88.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.77% | 348.34%-322.6pp | 276.72%-250.9pp | 302.99%-277.2pp |
| Employer contribution / active EE | $1,096 | $5,105-78.5% | $4,646-76.4% | $4,763-77.0% |
| Participant deferral / active EE | $5,014 | $7,183-30.2% | $6,843-26.7% | $5,983-16.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |