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 | $11,954 | $198,457-94.0% | $170,435-93.0% | $147,586-91.9% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 18.98% | 257.30%-238.3pp | 205.94%-187.0pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,467 | $6,183-76.3% | $5,432-73.0% | $4,876-69.9% |
| Participant deferral / active EE | $1,859 | $5,629-67.0% | $4,939-62.4% | $5,439-65.8% |
| Admin fee / account holder | $162 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |