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 | $25,292 | $80,992-68.8% | $96,534-73.8% | $75,173-66.4% |
| Participation rate | 91.2% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+24.0pp |
| Annual return | 16.33% | 27.05%-10.7pp | 25.88%-9.5pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,925 | $2,283-15.7% | $2,965-35.1% | $2,671-27.9% |
| Participant deferral / active EE | $2,082 | $3,929-47.0% | $4,851-57.1% | $4,126-49.5% |
| Admin fee / account holder | $268 | $6,717-96.0% | $8,253-96.8% | $5,651-95.3% |