Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,678 | $139,948-92.4% | $121,663-91.2% | $154,746-93.1% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | 19.45% | 230.52%-211.1pp | 147.54%-128.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,304 | $3,521-63.0% | $3,020-56.8% | $4,379-70.2% |
| Participant deferral / active EE | $1,398 | $5,629-75.2% | $4,887-71.4% | $6,730-79.2% |
| Admin fee / account holder | $37 | $17,321-99.8% | $14,289-99.7% | $14,365-99.7% |