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 | $27,207 | $101,591-73.2% | $147,096-81.5% | $74,429-63.4% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 38.25% | 8746.45%-8708.2pp | 419.75%-381.5pp | 1368.38%-1330.1pp |
| Employer contribution / active EE | $4,820 | $3,813+26.4% | $4,936-2.3% | $2,625+83.6% |
| Participant deferral / active EE | $6,867 | $7,302-6.0% | $8,071-14.9% | $4,348+57.9% |
| Admin fee / account holder | $194 | $1,750-88.9% | $13,005-98.5% | $1,944-90.0% |