Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,330 | $107,363-86.7% | $92,909-84.6% | $152,897-90.6% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.5%+11.7pp |
| Annual return | 19.79% | 145.63%-125.8pp | 109.44%-89.7pp | 345.43%-325.6pp |
| Employer contribution / active EE | $471 | $4,222-88.9% | $3,653-87.1% | $4,764-90.1% |
| Participant deferral / active EE | $1,613 | $4,848-66.7% | $4,238-61.9% | $5,851-72.4% |
| Admin fee / account holder | $143 | $7,082-98.0% | $5,795-97.5% | $11,599-98.8% |