Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,743 | $45,082-93.9% | $69,464-96.1% | $72,975-96.2% |
| Participation rate | 71.7% | 68.5%+3.2pp | 74.6%-2.9pp | 69.5%+2.3pp |
| Annual return | 19.23% | 22.66%-3.4pp | 28.98%-9.8pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $174 | $2,604-93.3% | $3,536-95.1% | $3,608-95.2% |
| Admin fee / account holder | $7 | $3,057-99.8% | $3,840-99.8% | $5,124-99.9% |