Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,050 | $106,749-88.7% | $145,433-91.7% | $82,448-85.4% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 22.34% | 27.59%-5.2pp | 66.58%-44.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $2,325 | $3,444-32.5% | $4,554-49.0% | $2,551-8.9% |
| Participant deferral / active EE | $5,120 | $6,519-21.5% | $7,897-35.2% | $4,139+23.7% |
| Admin fee / account holder | $286 | $8,390-96.6% | $13,129-97.8% | $7,234-96.1% |