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 | $12,080 | $85,766-85.9% | $136,298-91.1% | $70,126-82.8% |
| Participation rate | 71.0% | 74.2%-3.2pp | 81.9%-11.0pp | 69.5%+1.4pp |
| Annual return | 21.32% | 31.46%-10.1pp | 5156.27%-5134.9pp | 73.15%-51.8pp |
| Employer contribution / active EE | $540 | $2,966-81.8% | $4,696-88.5% | $2,343-77.0% |
| Participant deferral / active EE | $1,427 | $5,051-71.8% | $6,247-77.2% | $3,332-57.2% |
| Admin fee / account holder | $50 | $5,421-99.1% | $9,244-99.5% | $4,645-98.9% |