Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,458 | $102,828-81.1% | $105,387-81.5% | $152,909-87.3% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.6%-0.7pp | 82.5%-0.6pp |
| Annual return | 30.71% | 20.85%+9.9pp | 26.82%+3.9pp | 345.46%-314.8pp |
| Employer contribution / active EE | $1,861 | $4,473-58.4% | $4,213-55.8% | $4,764-60.9% |
| Participant deferral / active EE | $5,848 | $5,465+7.0% | $5,502+6.3% | $5,851-0.1% |
| Admin fee / account holder | $61 | $8,683-99.3% | $6,559-99.1% | $11,601-99.5% |