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 | $107,421-81.3% | $182,262-89.0% | $94,015-78.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 84.2%-9.2pp | 70.8%+4.2pp |
| Annual return | 24.70% | 21.32%+3.4pp | 140.60%-115.9pp | 17.84%+6.9pp |
| Employer contribution / active EE | $1,424 | $3,448-58.7% | $5,046-71.8% | $2,790-49.0% |
| Participant deferral / active EE | $3,573 | $6,558-45.5% | $8,276-56.8% | $4,249-15.9% |
| Admin fee / account holder | $212 | $8,692-97.6% | $16,712-98.7% | $8,951-97.6% |