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 | $16,093 | $198,457-91.9% | $170,435-90.6% | $147,586-89.1% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 22.90% | 257.30%-234.4pp | 205.94%-183.0pp | 578.59%-555.7pp |
| Employer contribution / active EE | $1,123 | $6,183-81.8% | $5,432-79.3% | $4,876-77.0% |
| Participant deferral / active EE | $2,772 | $5,629-50.8% | $4,939-43.9% | $5,439-49.0% |
| Admin fee / account holder | $61 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |