Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,013 | $199,109-91.5% | $173,730-90.2% | $154,746-89.0% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.6%-1.0pp | 80.7%-2.1pp |
| Annual return | 8.89% | 20.02%-11.1pp | 19.96%-11.1pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,470 | $5,311-72.3% | $4,577-67.9% | $4,379-66.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $97 | $20,916-99.5% | $17,523-99.4% | $14,365-99.3% |