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 | $2,721 | $138,386-98.0% | $184,260-98.5% | $80,935-96.6% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.7%+28.6pp |
| Annual return | 14.56% | 20.02%-5.5pp | 28.84%-14.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,547 | $7,076-78.1% | $9,133-83.1% | $4,299-64.0% |
| Admin fee / account holder | $255 | $10,489-97.6% | $13,898-98.2% | $6,924-96.3% |