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 | $10,631 | $138,312-92.3% | $122,979-91.4% | $155,188-93.1% |
| Participation rate | 91.7% | 80.2%+11.5pp | 77.2%+14.5pp | 80.8%+10.9pp |
| Annual return | 15.77% | 22.06%-6.3pp | 20.12%-4.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,222 | $3,530-65.4% | $3,062-60.1% | $4,248-71.2% |
| Participant deferral / active EE | $2,041 | $5,592-63.5% | $5,003-59.2% | $6,531-68.8% |
| Admin fee / account holder | $155 | $15,089-99.0% | $12,864-98.8% | $14,480-98.9% |