Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,011 | $78,423-71.9% | $95,964-77.1% | $79,856-72.4% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 29.73% | 19.37%+10.4pp | 91.64%-61.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $1,969 | $1,945+1.2% | $2,541-22.5% | $2,471-20.3% |
| Participant deferral / active EE | $2,656 | $3,440-22.8% | $4,167-36.3% | $3,741-29.0% |
| Admin fee / account holder | $59 | $5,622-98.9% | $6,797-99.1% | $5,306-98.9% |