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 | $6,223 | $126,661-95.1% | $113,397-94.5% | $138,895-95.5% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.5%+19.3pp | 79.9%+15.9pp |
| Annual return | 21.90% | 25.05%-3.2pp | 23.20%-1.3pp | 145.39%-123.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,312 | $5,693-76.9% | $5,076-74.2% | $6,396-79.5% |
| Admin fee / account holder | $148 | $14,549-99.0% | $11,957-98.8% | $12,562-98.8% |