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 | $20,309 | $215,361-90.6% | $171,082-88.1% | $273,972-92.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.12% | 25.14%-21.0pp | 32.56%-28.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $3,667 | $4,967-26.2% | $4,002-8.4% | $4,869-24.7% |
| Participant deferral / active EE | $8,294 | $5,543+49.6% | $4,797+72.9% | $5,287+56.9% |
| Admin fee / account holder | $80 | $10,846-99.3% | $8,520-99.1% | $10,133-99.2% |