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 | $9,595 | $48,078-80.0% | $78,676-87.8% | $62,881-84.7% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 8.54% | 31.36%-22.8pp | 62.19%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $252 | $2,015-87.5% | $2,850-91.1% | $2,281-88.9% |
| Participant deferral / active EE | $1,375 | $2,587-46.8% | $3,517-60.9% | $3,203-57.1% |
| Admin fee / account holder | $71 | $3,206-97.8% | $4,510-98.4% | $4,296-98.3% |