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 | $7,251 | $174,379-95.8% | $152,093-95.2% | $138,895-94.8% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 31.28% | 74.86%-43.6pp | 66.36%-35.1pp | 145.39%-114.1pp |
| Employer contribution / active EE | $1,330 | $4,652-71.4% | $4,175-68.1% | $4,194-68.3% |
| Participant deferral / active EE | $910 | $6,159-85.2% | $5,451-83.3% | $6,396-85.8% |
| Admin fee / account holder | $191 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |