Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,049 | $106,524-81.2% | $152,301-86.8% | $87,485-77.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 24.70% | 26.89%-2.2pp | 80.50%-55.8pp | 26.06%-1.4pp |
| Employer contribution / active EE | $1,424 | $3,371-57.8% | $4,624-69.2% | $2,596-45.1% |
| Participant deferral / active EE | $3,573 | $6,525-45.2% | $8,004-55.4% | $4,274-16.4% |
| Admin fee / account holder | $212 | $8,287-97.4% | $14,398-98.5% | $7,775-97.3% |