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 | $6,972 | $56,894-87.7% | $84,753-91.8% | $62,881-88.9% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 28.93% | 6.30%+22.6pp | 22.78%+6.1pp | 20.14%+8.8pp |
| Employer contribution / active EE | $1,191 | $2,400-50.4% | $3,574-66.7% | $2,281-47.8% |
| Participant deferral / active EE | $2,973 | $2,709+9.7% | $3,712-19.9% | $3,203-7.2% |
| Admin fee / account holder | $278 | $3,581-92.2% | $5,333-94.8% | $4,296-93.5% |