Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,330 | $135,956-85.8% | $123,894-84.4% | $273,972-92.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.73% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $1,783 | $5,170-65.5% | $4,617-61.4% | $4,869-63.4% |
| Participant deferral / active EE | $7,922 | $6,343+24.9% | $5,984+32.4% | $5,287+49.8% |
| Admin fee / account holder | $94 | $9,817-99.0% | $8,357-98.9% | $10,133-99.1% |