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 | $1,369 | $25,014-94.5% | $69,623-98.0% | $80,935-98.3% |
| Participation rate | 76.8% | 64.2%+12.6pp | 66.4%+10.4pp | 67.7%+9.2pp |
| Annual return | 17.74% | 19.08%-1.3pp | 101.23%-83.5pp | 35.66%-17.9pp |
| Employer contribution / active EE | $539 | $991-45.6% | $1,709-68.5% | $2,757-80.5% |
| Participant deferral / active EE | $895 | $1,840-51.4% | $2,890-69.0% | $4,299-79.2% |
| Admin fee / account holder | $106 | $2,491-95.8% | $4,696-97.7% | $6,924-98.5% |