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 | $3,705 | $81,276-95.4% | $155,574-97.6% | $80,925-95.4% |
| Participation rate | 78.4% | 66.2%+12.1pp | 78.2%+0.2pp | 67.7%+10.7pp |
| Annual return | 17.16% | 33.36%-16.2pp | 64.87%-47.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $819 | $3,103-73.6% | $4,676-82.5% | $2,756-70.3% |
| Participant deferral / active EE | $1,489 | $3,453-56.9% | $5,629-73.5% | $4,299-65.3% |
| Admin fee / account holder | $136 | $7,993-98.3% | $15,914-99.1% | $6,940-98.0% |