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 | $22,632 | $215,361-89.5% | $171,082-86.8% | $273,972-91.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 17.53% | 25.14%-7.6pp | 32.56%-15.0pp | 41.46%-23.9pp |
| Employer contribution / active EE | $1,941 | $4,967-60.9% | $4,002-51.5% | $4,869-60.1% |
| Participant deferral / active EE | $9,761 | $5,543+76.1% | $4,797+103.5% | $5,287+84.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |