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.
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 | $12,633 | $57,828-78.2% | $117,039-89.2% | $70,124-82.0% |
| Participation rate | 91.7% | 67.1%+24.5pp | 77.2%+14.5pp | 69.5%+22.1pp |
| Annual return | 11.99% | 17.55%-5.6pp | 18.95%-7.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,745 | $1,816+51.2% | $3,785-27.5% | $2,342+17.2% |
| Participant deferral / active EE | $874 | $2,438-64.2% | $3,929-77.8% | $3,332-73.8% |
| Admin fee / account holder | $191 | $3,548-94.6% | $5,974-96.8% | $4,645-95.9% |