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 | $3,043 | $73,787-95.9% | $98,716-96.9% | $82,448-96.3% |
| Participation rate | 78.6% | 61.4%+17.2pp | 69.3%+9.3pp | 68.1%+10.5pp |
| Annual return | 22.47% | 18.57%+3.9pp | 31.81%-9.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $712 | $1,511-52.9% | $2,279-68.8% | $2,551-72.1% |
| Participant deferral / active EE | $1,098 | $3,081-64.4% | $4,048-72.9% | $4,139-73.5% |
| Admin fee / account holder | $55 | $6,500-99.2% | $8,703-99.4% | $7,234-99.2% |