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.
Employer 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 | $6,465 | $67,411-90.4% | $91,004-92.9% | $70,126-90.8% |
| Participation rate | 87.5% | 71.4%+16.1pp | 75.6%+11.9pp | 69.5%+18.0pp |
| Annual return | 24.71% | -40.16%+64.9pp | 4.60%+20.1pp | 73.15%-48.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,813 | $2,823-35.8% | $3,548-48.9% | $3,332-45.6% |
| Admin fee / account holder | $33 | $4,236-99.2% | $5,417-99.4% | $4,645-99.3% |