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 | $24,280 | $132,310-81.6% | $105,754-77.0% | $273,972-91.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.78% | 10.08%-6.3pp | 12.25%-8.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,397 | $4,867-71.3% | $4,079-65.8% | $4,869-71.3% |
| Participant deferral / active EE | $1,739 | $6,233-72.1% | $5,326-67.4% | $5,287-67.1% |
| Admin fee / account holder | $244 | $12,036-98.0% | $8,309-97.1% | $10,133-97.6% |