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 | $12,105 | $93,346-87.0% | $71,796-83.1% | $273,972-95.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.46% | 130.39%-118.9pp | 78.04%-66.6pp | 41.46%-30.0pp |
| Employer contribution / active EE | $664 | $2,733-75.7% | $1,924-65.5% | $4,869-86.4% |
| Participant deferral / active EE | $2,385 | $3,475-31.4% | $2,794-14.7% | $5,287-54.9% |
| Admin fee / account holder | $83 | $6,571-98.7% | $4,815-98.3% | $10,133-99.2% |