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 | $11,166 | $72,177-84.5% | $115,038-90.3% | $59,633-81.3% |
| Participation rate | 81.5% | 72.6%+8.9pp | 81.4%+0.1pp | 68.7%+12.8pp |
| Annual return | 6.87% | 12.02%-5.2pp | 26.14%-19.3pp | 2041.45%-2034.6pp |
| Employer contribution / active EE | $2,316 | $2,841-18.5% | $4,608-49.7% | $2,203+5.1% |
| Participant deferral / active EE | $4,669 | $4,783-2.4% | $6,026-22.5% | $3,192+46.3% |
| Admin fee / account holder | $6 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |