Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,416 | $212,386-91.8% | $199,883-91.3% | $138,895-87.5% |
| Participation rate | 93.8% | 87.4%+6.4pp | 86.8%+7.0pp | 79.9%+13.8pp |
| Annual return | 24.34% | 47.75%-23.4pp | 43.81%-19.5pp | 145.39%-121.1pp |
| Employer contribution / active EE | $2,906 | $6,625-56.1% | $6,261-53.6% | $4,194-30.7% |
| Participant deferral / active EE | $3,801 | $9,617-60.5% | $9,138-58.4% | $6,396-40.6% |
| Admin fee / account holder | $10 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |