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 | $10,317 | $65,712-84.3% | $57,196-82.0% | $273,972-96.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.80% | 22.01%-15.2pp | 14.59%-7.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,686 | $3,280+12.4% | $2,683+37.4% | $4,869-24.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $281 | $4,838-94.2% | $3,141-91.1% | $10,133-97.2% |