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 | $16,573 | $140,592-88.2% | $123,105-86.5% | $125,389-86.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.77% | 16.80%-19.6pp | 13.22%-16.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,179 | $6,041-80.5% | $5,151-77.1% | $4,866-75.8% |
| Participant deferral / active EE | $2,799 | $6,980-59.9% | $6,229-55.1% | $5,352-47.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |