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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,764 | $71,230-94.7% | $93,727-96.0% | $80,959-95.4% |
| Participation rate | 76.7% | 60.4%+16.3pp | 68.7%+8.0pp | 67.7%+9.1pp |
| Annual return | 15.19% | 11.26%+3.9pp | 133.83%-118.6pp | 35.67%-20.5pp |
| Employer contribution / active EE | $605 | $1,565-61.3% | $2,421-75.0% | $2,757-78.1% |
| Participant deferral / active EE | $770 | $4,037-80.9% | $4,417-82.6% | $4,300-82.1% |
| Admin fee / account holder | $25 | $6,961-99.6% | $8,292-99.7% | $6,925-99.6% |