Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,854 | $162,136-89.6% | $152,301-88.9% | $154,746-89.1% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 24.35% | 91.02%-66.7pp | 80.50%-56.1pp | 172.34%-148.0pp |
| Employer contribution / active EE | $1,592 | $4,890-67.4% | $4,624-65.6% | $4,379-63.6% |
| Participant deferral / active EE | $3,335 | $8,341-60.0% | $8,004-58.3% | $6,730-50.4% |
| Admin fee / account holder | $218 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |