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 | $13,054 | $127,790-89.8% | $106,555-87.7% | $167,536-92.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 21.81% | 33.88%-12.1pp | 26.80%-5.0pp | 478.82%-457.0pp |
| Employer contribution / active EE | $2,439 | $3,428-28.8% | $2,819-13.5% | $4,839-49.6% |
| Participant deferral / active EE | $3,495 | $5,088-31.3% | $4,399-20.6% | $6,342-44.9% |
| Admin fee / account holder | $121 | $11,229-98.9% | $7,408-98.4% | $12,315-99.0% |