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 | $8,603 | $56,894-84.9% | $84,753-89.8% | $62,881-86.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.86% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,793 | $2,400-25.3% | $3,574-49.8% | $2,281-21.4% |
| Participant deferral / active EE | $874 | $2,709-67.7% | $3,712-76.4% | $3,203-72.7% |
| Admin fee / account holder | $299 | $3,581-91.7% | $5,333-94.4% | $4,296-93.0% |