Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,213 | $76,312-86.6% | $67,221-84.8% | $158,982-93.6% |
| Participation rate | 83.3% | 84.3%-1.0pp | 79.4%+4.0pp | 82.0%+1.4pp |
| Annual return | 0.00% | 22.77%-22.8pp | 20.72%-20.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,891 | $4,476+9.3% | $3,723+31.4% | $4,763+2.7% |
| Participant deferral / active EE | $1,298 | $5,264-75.3% | $4,384-70.4% | $5,983-78.3% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,252-100.0% |