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 | $19,277 | $51,708-62.7% | $106,619-81.9% | $62,881-69.3% |
| Participation rate | 92.1% | 66.9%+25.2pp | 78.0%+14.1pp | 69.3%+22.8pp |
| Annual return | 6.50% | 4.69%+1.8pp | 9.42%-2.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,579 | $1,764-10.5% | $3,947-60.0% | $2,281-30.8% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $92 | $3,349-97.2% | $6,418-98.6% | $4,296-97.9% |