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 | $22,746 | $156,616-85.5% | $133,346-82.9% | $198,609-88.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 10.91% | 44.25%-33.3pp | 36.85%-25.9pp | 202.70%-191.8pp |
| Employer contribution / active EE | $2,118 | $3,368-37.1% | $2,853-25.8% | $5,055-58.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $205 | $17,468-98.8% | $14,264-98.6% | $19,030-98.9% |