Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,912 | $72,273-87.7% | $101,275-91.2% | $79,856-88.8% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 16.33% | 22.30%-6.0pp | 46.48%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,623 | $2,691-39.7% | $3,660-55.7% | $2,471-34.3% |
| Participant deferral / active EE | $1,319 | $3,282-59.8% | $4,371-69.8% | $3,741-64.7% |
| Admin fee / account holder | $10 | $4,401-99.8% | $5,948-99.8% | $5,306-99.8% |