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 | $18,079 | $176,786-89.8% | $146,643-87.7% | $167,536-89.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.42% | 24.04%-11.6pp | 22.75%-10.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $3,815 | $5,161-26.1% | $4,137-7.8% | $4,839-21.2% |
| Participant deferral / active EE | $5,332 | $6,440-17.2% | $5,506-3.2% | $6,342-15.9% |
| Admin fee / account holder | $218 | $13,262-98.4% | $10,280-97.9% | $12,315-98.2% |