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.
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 | $13,437 | $124,425-89.2% | $112,040-88.0% | $137,256-90.2% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 21.43% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,029 | $3,411-69.8% | $2,954-65.2% | $4,156-75.2% |
| Participant deferral / active EE | $1,248 | $5,718-78.2% | $5,098-75.5% | $6,407-80.5% |
| Admin fee / account holder | $18 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |