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.
Employer 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 | $6,207 | $39,132-84.1% | $57,196-89.1% | $62,881-90.1% |
| Participation rate | 82.9% | 70.5%+12.4pp | 75.3%+7.6pp | 69.3%+13.6pp |
| Annual return | 4.96% | 9.24%-4.3pp | 14.59%-9.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,351 | $2,374-43.1% | $3,096-56.3% | $3,203-57.8% |
| Admin fee / account holder | $63 | $2,594-97.6% | $3,141-98.0% | $4,296-98.5% |