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 | $34,837 | $171,492-79.7% | $150,734-76.9% | $198,609-82.5% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 20.38% | 804.70%-784.3pp | 600.81%-580.4pp | 202.70%-182.3pp |
| Employer contribution / active EE | $3,445 | $5,470-37.0% | $4,918-29.9% | $5,055-31.8% |
| Participant deferral / active EE | $9,063 | $6,259+44.8% | $5,610+61.6% | $6,977+29.9% |
| Admin fee / account holder | $162 | $17,628-99.1% | $14,905-98.9% | $19,030-99.1% |