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 | $18,879 | $76,551-75.3% | $123,894-84.8% | $62,881-70.0% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 29.04% | 18.68%+10.4pp | 47.52%-18.5pp | 20.14%+8.9pp |
| Employer contribution / active EE | $1,391 | $2,882-51.7% | $4,617-69.9% | $2,281-39.0% |
| Participant deferral / active EE | $6,471 | $4,840+33.7% | $5,984+8.1% | $3,203+102.0% |
| Admin fee / account holder | $247 | $4,826-94.9% | $8,357-97.0% | $4,296-94.2% |