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 | $11,619 | $48,364-76.0% | $71,796-83.8% | $62,881-81.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.49% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,054 | $1,042+193.1% | $1,924+58.7% | $2,281+33.9% |
| Participant deferral / active EE | $1,765 | $2,091-15.6% | $2,794-36.9% | $3,203-44.9% |
| Admin fee / account holder | $230 | $3,771-93.9% | $4,815-95.2% | $4,296-94.6% |