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 | $11,250 | $99,345-88.7% | $84,753-86.7% | $273,972-95.9% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 7.82% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,136 | $4,214-73.0% | $3,574-68.2% | $4,869-76.7% |
| Participant deferral / active EE | $4,391 | $4,270+2.8% | $3,712+18.3% | $5,287-17.0% |
| Admin fee / account holder | $60 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |