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 | $28,095 | $123,793-77.3% | $177,840-84.2% | $79,852-64.8% |
| Participation rate | 82.9% | 84.7%-1.7pp | 87.7%-4.8pp | 69.6%+13.3pp |
| Annual return | 22.59% | 22.82%-0.2pp | 48.32%-25.7pp | 31.72%-9.1pp |
| Employer contribution / active EE | $2,426 | $4,095-40.8% | $5,919-59.0% | $2,471-1.8% |
| Participant deferral / active EE | $5,035 | $5,956-15.5% | $7,714-34.7% | $3,740+34.6% |
| Admin fee / account holder | $54 | $7,243-99.3% | $12,431-99.6% | $5,306-99.0% |