Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,531 | $108,825-94.0% | $156,181-95.8% | $82,448-92.1% |
| Participation rate | 82.1% | 72.4%+9.7pp | 78.8%+3.2pp | 68.1%+14.0pp |
| Annual return | 20.43% | 20.59%-0.2pp | 64.87%-44.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,195 | $2,870-58.4% | $4,294-72.2% | $2,551-53.1% |
| Participant deferral / active EE | $1,448 | $4,577-68.4% | $6,132-76.4% | $4,139-65.0% |
| Admin fee / account holder | $228 | $9,341-97.6% | $14,586-98.4% | $7,234-96.8% |