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 | $12,759 | $98,652-87.1% | $142,942-91.1% | $82,448-84.5% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.8%+7.5pp | 68.1%+16.3pp |
| Annual return | 20.36% | 22.65%-2.3pp | 113.70%-93.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,725 | $5,580-51.2% | $7,128-61.8% | $4,139-34.2% |
| Admin fee / account holder | $257 | $8,078-96.8% | $12,475-97.9% | $7,234-96.5% |