Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,820 | $95,453-67.7% | $112,040-72.5% | $82,448-62.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.85% | 23.92%-4.1pp | 24.52%-4.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,816 | $2,318+21.5% | $2,954-4.7% | $2,551+10.4% |
| Participant deferral / active EE | $3,550 | $4,224-15.9% | $5,098-30.4% | $4,139-14.2% |
| Admin fee / account holder | $156 | $9,013-98.3% | $12,098-98.7% | $7,234-97.8% |