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 | $20,000 | $113,941-82.4% | $94,229-78.8% | $125,389-84.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.17% | 5.29%-5.1pp | 10.68%-10.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,928 | $4,727-38.1% | $3,587-18.4% | $4,866-39.8% |
| Participant deferral / active EE | $3,641 | $5,179-29.7% | $4,320-15.7% | $5,352-32.0% |
| Admin fee / account holder | $113 | $8,392-98.6% | $6,269-98.2% | $9,541-98.8% |