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 | $24,327 | $132,820-81.7% | $102,455-76.3% | $132,820-81.7% |
| Participation rate | 97.1% | 74.3%+22.8pp | 76.5%+20.6pp | 74.3%+22.8pp |
| Annual return | 25.19% | 14.82%+10.4pp | -39.24%+64.4pp | 14.82%+10.4pp |
| Employer contribution / active EE | $3,597 | $4,144-13.2% | $2,436+47.7% | $4,144-13.2% |
| Participant deferral / active EE | $2,549 | $3,980-36.0% | $2,279+11.8% | $3,980-36.0% |
| Admin fee / account holder | $67 | $11,722-99.4% | $1,774-96.2% | $11,722-99.4% |