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 | $17,516 | $64,706-72.9% | $112,244-84.4% | $68,498-74.4% |
| Participation rate | 80.0% | 67.1%+12.9pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -11.38% | -11.40%0pp | 27.46%-38.8pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,929 | $2,746-29.8% | $3,635-46.9% | $2,596-25.7% |
| Participant deferral / active EE | $2,833 | $3,565-20.5% | $4,728-40.1% | $4,027-29.7% |
| Admin fee / account holder | $173 | $5,231-96.7% | $6,411-97.3% | $5,403-96.8% |