Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,825 | $106,524-80.5% | $152,301-86.3% | $87,485-76.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 27.34% | 26.89%+0.4pp | 80.50%-53.2pp | 26.06%+1.3pp |
| Employer contribution / active EE | $4,079 | $3,371+21.0% | $4,624-11.8% | $2,596+57.1% |
| Participant deferral / active EE | $4,193 | $6,525-35.7% | $8,004-47.6% | $4,274-1.9% |
| Admin fee / account holder | $123 | $8,287-98.5% | $14,398-99.1% | $7,775-98.4% |