Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,793 | $78,423-73.5% | $95,964-78.3% | $79,856-74.0% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 25.32% | 19.37%+5.9pp | 91.64%-66.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $2,720 | $1,945+39.8% | $2,541+7.0% | $2,471+10.1% |
| Participant deferral / active EE | $4,519 | $3,440+31.4% | $4,167+8.4% | $3,741+20.8% |
| Admin fee / account holder | $68 | $5,622-98.8% | $6,797-99.0% | $5,306-98.7% |