Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,330 | $105,145-94.0% | $94,664-93.3% | $139,466-95.5% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.6pp |
| Annual return | 18.58% | 38.09%-19.5pp | 156.84%-138.3pp | 373.66%-355.1pp |
| Employer contribution / active EE | $639 | $4,107-84.4% | $3,673-82.6% | $4,754-86.6% |
| Participant deferral / active EE | $807 | $7,599-89.4% | $7,417-89.1% | $6,712-88.0% |
| Admin fee / account holder | $44 | $8,972-99.5% | $7,222-99.4% | $11,409-99.6% |