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 | $19,444 | $72,177-73.1% | $115,038-83.1% | $59,633-67.4% |
| Participation rate | 90.6% | 72.6%+18.0pp | 81.4%+9.2pp | 68.7%+21.9pp |
| Annual return | 0.10% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,509 | $2,841-46.9% | $4,608-67.2% | $2,203-31.5% |
| Participant deferral / active EE | $2,093 | $4,783-56.2% | $6,026-65.3% | $3,192-34.4% |
| Admin fee / account holder | $279 | $4,927-94.3% | $8,175-96.6% | $4,297-93.5% |