Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,809 | $172,111-97.2% | $150,298-96.8% | $137,256-96.5% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 20.12% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,346 | $4,636-71.0% | $4,154-67.6% | $4,156-67.6% |
| Participant deferral / active EE | $1,599 | $6,166-74.1% | $5,453-70.7% | $6,407-75.0% |
| Admin fee / account holder | $155 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |