Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,174 | $201,344-91.5% | $184,243-90.7% | $145,877-88.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 9.94% | 29.01%-19.1pp | 28.82%-18.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,696 | $7,022-75.9% | $6,427-73.6% | $4,663-63.6% |
| Participant deferral / active EE | $2,854 | $9,807-70.9% | $9,132-68.7% | $6,691-57.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |