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 | $10,182 | $160,028-93.6% | $147,080-93.1% | $145,884-93.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.97% | 98.60%-81.6pp | 420.17%-403.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,645 | $5,286-68.9% | $4,933-66.7% | $4,662-64.7% |
| Participant deferral / active EE | $2,294 | $8,422-72.8% | $8,066-71.6% | $6,690-65.7% |
| Admin fee / account holder | $66 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |