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 | $16,957 | $157,296-89.2% | $141,191-88.0% | $152,897-88.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 27.94% | 64.34%-36.4pp | 71.41%-43.5pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,548 | $5,262-70.6% | $4,736-67.3% | $4,764-67.5% |
| Participant deferral / active EE | $2,313 | $7,111-67.5% | $6,710-65.5% | $5,851-60.5% |
| Admin fee / account holder | $14 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |