Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,168 | $87,132-89.5% | $105,624-91.3% | $80,959-88.7% |
| Participation rate | 70.6% | 70.4%+0.2pp | 75.3%-4.7pp | 67.7%+2.9pp |
| Annual return | 12.55% | 17.03%-4.5pp | 116.20%-103.7pp | 35.67%-23.1pp |
| Employer contribution / active EE | $753 | $2,397-68.6% | $3,168-76.2% | $2,757-72.7% |
| Participant deferral / active EE | $1,977 | $3,985-50.4% | $5,013-60.6% | $4,300-54.0% |
| Admin fee / account holder | $226 | $8,449-97.3% | $10,961-97.9% | $6,925-96.7% |