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 | $8,733 | $65,041-86.6% | $90,965-90.4% | $79,858-89.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 29.86% | 30.45%-0.6pp | 134.57%-104.7pp | 31.72%-1.9pp |
| Employer contribution / active EE | $2,055 | $1,247+64.8% | $2,122-3.2% | $2,471-16.8% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $59 | $4,536-98.7% | $5,960-99.0% | $5,306-98.9% |