Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,129 | $98,463-77.5% | $119,258-81.4% | $85,856-74.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 14.30% | 38.53%-24.2pp | 30.69%-16.4pp | 318.58%-304.3pp |
| Employer contribution / active EE | $4,200 | $3,698+13.6% | $4,384-4.2% | $2,565+63.7% |
| Participant deferral / active EE | $5,240 | $4,942+6.0% | $6,111-14.3% | $3,952+32.6% |
| Admin fee / account holder | $206 | $7,493-97.2% | $7,226-97.1% | $6,261-96.7% |