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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,448 | $295,923+4.6% | $239,403+29.3% | $382,429-19.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 7.61% | 1.75%+5.9pp | 3.34%+4.3pp | 248.85%-241.2pp |
| Employer contribution / active EE | $600 | $5,859-89.8% | $4,656-87.1% | $8,036-92.5% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $26,025-100.0% | $21,121-100.0% | $30,732-100.0% |