Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,243 | $143,969-85.2% | $199,883-89.4% | $82,637-74.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 14.29% | 25.67%-11.4pp | 43.81%-29.5pp | 53.51%-39.2pp |
| Employer contribution / active EE | $2,664 | $4,632-42.5% | $6,261-57.4% | $2,552+4.4% |
| Participant deferral / active EE | $5,010 | $6,937-27.8% | $9,138-45.2% | $4,126+21.4% |
| Admin fee / account holder | $182 | $14,597-98.8% | $17,268-98.9% | $7,339-97.5% |