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 | $13,202 | $63,365-79.2% | $91,994-85.6% | $72,975-81.9% |
| Participation rate | 96.7% | 72.5%+24.2pp | 78.6%+18.0pp | 69.5%+27.2pp |
| Annual return | 27.80% | 35.35%-7.6pp | 69.04%-41.2pp | 81.01%-53.2pp |
| Employer contribution / active EE | $4,035 | $2,116+90.7% | $3,453+16.9% | $2,440+65.4% |
| Participant deferral / active EE | $3,577 | $4,883-26.7% | $5,924-39.6% | $3,608-0.8% |
| Admin fee / account holder | $116 | $4,670-97.5% | $7,744-98.5% | $5,124-97.7% |