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 | $8,370 | $65,685-87.3% | $57,181-85.4% | $273,968-96.9% |
| Participation rate | 70.6% | 78.3%-7.8pp | 75.3%-4.8pp | 83.0%-12.4pp |
| Annual return | 21.31% | 21.99%-0.7pp | 14.59%+6.7pp | 41.45%-20.1pp |
| Employer contribution / active EE | $1,590 | $3,279-51.5% | $2,682-40.7% | $4,869-67.3% |
| Participant deferral / active EE | $3,421 | $3,781-9.5% | $3,096+10.5% | $5,287-35.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |