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 | $16,361 | $127,387-87.2% | $115,038-85.8% | $125,389-87.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.07% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,768 | $5,166-46.4% | $4,608-39.9% | $4,866-43.1% |
| Participant deferral / active EE | $3,556 | $6,423-44.6% | $6,026-41.0% | $5,352-33.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |