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 | $18,815 | $171,867-89.1% | $149,721-87.4% | $147,586-87.3% |
| Participation rate | 95.7% | 88.2%+7.5pp | 87.1%+8.6pp | 82.8%+12.8pp |
| Annual return | 28.96% | 2113.36%-2084.4pp | 1501.67%-1472.7pp | 578.59%-549.6pp |
| Employer contribution / active EE | $761 | $6,275-87.9% | $5,444-86.0% | $4,876-84.4% |
| Participant deferral / active EE | $4,576 | $7,270-37.1% | $6,568-30.3% | $5,439-15.9% |
| Admin fee / account holder | $115 | $13,799-99.2% | $11,282-99.0% | $10,886-98.9% |