Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $25,004 | $202,342-87.6% | $172,753-85.5% | $152,909-83.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 14.08% | 1029.88%-1015.8pp | 803.00%-788.9pp | 345.46%-331.4pp |
| Employer contribution / active EE | $456 | $5,857-92.2% | $5,144-91.1% | $4,764-90.4% |
| Participant deferral / active EE | $3,201 | $5,948-46.2% | $5,198-38.4% | $5,851-45.3% |
| Admin fee / account holder | $134 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |