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 | $12,936 | $209,428-93.8% | $178,498-92.8% | $158,950-91.9% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 13.22% | 188.78%-175.6pp | 151.09%-137.9pp | 302.91%-289.7pp |
| Employer contribution / active EE | $1,919 | $5,707-66.4% | $5,011-61.7% | $4,762-59.7% |
| Participant deferral / active EE | $411 | $5,955-93.1% | $5,202-92.1% | $5,983-93.1% |
| Admin fee / account holder | $12 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |