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.
Employer 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 | $5,470 | $139,948-96.1% | $121,663-95.5% | $154,746-96.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.05% | 230.52%-218.5pp | 147.54%-135.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $627 | $3,521-82.2% | $3,020-79.2% | $4,379-85.7% |
| Participant deferral / active EE | $2,252 | $5,629-60.0% | $4,887-53.9% | $6,730-66.5% |
| Admin fee / account holder | $36 | $17,321-99.8% | $14,289-99.7% | $14,365-99.7% |