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 | $11,290 | $106,749-89.4% | $145,433-92.2% | $82,448-86.3% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 24.74% | 27.59%-2.8pp | 66.58%-41.8pp | 41.64%-16.9pp |
| Employer contribution / active EE | $1,358 | $3,444-60.6% | $4,554-70.2% | $2,551-46.8% |
| Participant deferral / active EE | $2,817 | $6,519-56.8% | $7,897-64.3% | $4,139-32.0% |
| Admin fee / account holder | $242 | $8,390-97.1% | $13,129-98.2% | $7,234-96.7% |