Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,488 | $89,367-81.5% | $141,191-88.3% | $72,975-77.4% |
| Participation rate | 75.4% | 75.1%+0.3pp | 82.5%-7.1pp | 69.5%+5.9pp |
| Annual return | 35.68% | 111.87%-76.2pp | 71.41%-35.7pp | 81.01%-45.3pp |
| Employer contribution / active EE | $1,798 | $3,115-42.3% | $4,736-62.0% | $2,440-26.3% |
| Participant deferral / active EE | $3,730 | $5,419-31.2% | $6,710-44.4% | $3,608+3.4% |
| Admin fee / account holder | $81 | $5,957-98.6% | $10,264-99.2% | $5,124-98.4% |