Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,314 | $73,787-95.5% | $98,716-96.6% | $82,448-96.0% |
| Participation rate | 72.2% | 61.4%+10.8pp | 69.3%+2.9pp | 68.1%+4.2pp |
| Annual return | 16.87% | 18.57%-1.7pp | 31.81%-14.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $842 | $3,081-72.7% | $4,048-79.2% | $4,139-79.7% |
| Admin fee / account holder | $125 | $6,500-98.1% | $8,703-98.6% | $7,234-98.3% |