Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,224 | $81,457-81.3% | $103,378-85.3% | $80,911-81.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 18.89% | 25.58%-6.7pp | 24.91%-6.0pp | 35.63%-16.7pp |
| Employer contribution / active EE | $2,366 | $3,107-23.9% | $3,870-38.9% | $2,756-14.1% |
| Participant deferral / active EE | $3,467 | $3,871-10.4% | $5,058-31.4% | $4,297-19.3% |
| Admin fee / account holder | $238 | $6,717-96.5% | $8,401-97.2% | $6,935-96.6% |