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 | $21,125 | $135,956-84.5% | $123,894-82.9% | $273,972-92.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 20.39% | 56.63%-36.2pp | 47.52%-27.1pp | 41.46%-21.1pp |
| Employer contribution / active EE | $6,393 | $5,170+23.7% | $4,617+38.5% | $4,869+31.3% |
| Participant deferral / active EE | $2,571 | $6,343-59.5% | $5,984-57.0% | $5,287-51.4% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |