Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,846 | $81,504-85.5% | $102,437-88.4% | $80,959-85.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.22% | 25.60%-14.4pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,171 | $3,104+2.2% | $3,871-18.1% | $2,757+15.0% |
| Participant deferral / active EE | $1,136 | $3,871-70.7% | $5,060-77.6% | $4,300-73.6% |
| Admin fee / account holder | $294 | $6,719-95.6% | $8,388-96.5% | $6,925-95.8% |