Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,069 | $211,288-97.1% | $178,540-96.6% | $145,884-95.8% |
| Participation rate | 72.7% | 80.8%-8.1pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 16.96% | 30.27%-13.3pp | 27.15%-10.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $625 | $4,574-86.3% | $3,953-84.2% | $4,662-86.6% |
| Participant deferral / active EE | $986 | $6,967-85.8% | $6,281-84.3% | $6,690-85.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |