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 | $15,519 | $163,687-90.5% | $108,745-85.7% | $273,972-94.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 2.22% | 31.16%-28.9pp | 46.22%-44.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $2,216 | $4,711-53.0% | $3,323-33.3% | $4,869-54.5% |
| Participant deferral / active EE | $1,108 | $7,155-84.5% | $5,121-78.4% | $5,287-79.0% |
| Admin fee / account holder | $15 | $12,890-99.9% | $6,144-99.8% | $10,133-99.9% |