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 | $16,170 | $132,099-87.8% | $115,599-86.0% | $138,895-88.4% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 18.34% | 176.76%-158.4pp | 111.10%-92.8pp | 145.39%-127.1pp |
| Employer contribution / active EE | $881 | $3,416-74.2% | $2,955-70.2% | $4,194-79.0% |
| Participant deferral / active EE | $1,026 | $5,617-81.7% | $4,889-79.0% | $6,396-84.0% |
| Admin fee / account holder | $2 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |