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 | $26,961 | $131,835-79.5% | $108,582-75.2% | $273,972-90.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 13.42% | -91.57%+105.0pp | -51.70%+65.1pp | 41.46%-28.0pp |
| Employer contribution / active EE | $2,724 | $4,913-44.5% | $3,758-27.5% | $4,869-44.0% |
| Participant deferral / active EE | $6,583 | $5,127+28.4% | $4,311+52.7% | $5,287+24.5% |
| Admin fee / account holder | $5 | $10,253-100.0% | $7,645-99.9% | $10,133-100.0% |