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 | $3,607 | $86,919-95.9% | $102,457-96.5% | $80,911-95.5% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+24.9pp |
| Annual return | 26.54% | 18.90%+7.6pp | 29.41%-2.9pp | 35.63%-9.1pp |
| Employer contribution / active EE | $852 | $2,368-64.0% | $3,022-71.8% | $2,756-69.1% |
| Participant deferral / active EE | $1,760 | $4,119-57.3% | $5,054-65.2% | $4,297-59.0% |
| Admin fee / account holder | $164 | $8,049-98.0% | $9,451-98.3% | $6,935-97.6% |