Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,816 | $71,230-90.4% | $93,727-92.7% | $80,959-91.6% |
| Participation rate | 73.3% | 60.4%+12.9pp | 68.7%+4.6pp | 67.7%+5.7pp |
| Annual return | 16.92% | 11.26%+5.7pp | 133.83%-116.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $788 | $1,565-49.7% | $2,421-67.5% | $2,757-71.4% |
| Participant deferral / active EE | $2,211 | $4,037-45.2% | $4,417-49.9% | $4,300-48.6% |
| Admin fee / account holder | $51 | $6,961-99.3% | $8,292-99.4% | $6,925-99.3% |