Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,845 | $58,828-74.8% | $78,002-81.0% | $62,881-76.4% |
| Participation rate | 96.8% | 71.1%+25.8pp | 75.5%+21.3pp | 69.3%+27.5pp |
| Annual return | 6.12% | 17.16%-11.0pp | 425.99%-419.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,393 | $1,672-16.7% | $2,470-43.6% | $2,281-38.9% |
| Participant deferral / active EE | $1,413 | $2,686-47.4% | $3,497-59.6% | $3,203-55.9% |
| Admin fee / account holder | $290 | $4,393-93.4% | $5,481-94.7% | $4,296-93.3% |