Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,566 | $95,404-74.3% | $113,397-78.3% | $82,637-70.3% |
| Participation rate | 92.5% | 72.8%+19.6pp | 76.5%+16.0pp | 68.1%+24.4pp |
| Annual return | 19.46% | 19.08%+0.4pp | 23.20%-3.7pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,762 | $2,307-23.6% | $2,977-40.8% | $2,552-31.0% |
| Participant deferral / active EE | $4,068 | $4,220-3.6% | $5,076-19.9% | $4,126-1.4% |
| Admin fee / account holder | $198 | $9,168-97.8% | $11,957-98.3% | $7,339-97.3% |