Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,865 | $100,811-85.3% | $86,698-82.9% | $134,545-89.0% |
| Participation rate | 72.2% | 79.0%-6.7pp | 76.6%-4.4pp | 81.2%-9.0pp |
| Annual return | -19.39% | 29.11%-48.5pp | 35.96%-55.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,056 | $3,490-41.1% | $2,837-27.5% | $4,742-56.6% |
| Participant deferral / active EE | $5,688 | $5,339+6.5% | $4,656+22.2% | $6,401-11.1% |
| Admin fee / account holder | $210 | $10,926-98.1% | $7,492-97.2% | $11,431-98.2% |