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.
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 | $13,946 | $63,861-78.2% | $104,625-86.7% | $79,852-82.5% |
| Participation rate | 94.6% | 64.9%+29.7pp | 74.1%+20.6pp | 69.6%+25.0pp |
| Annual return | 13.15% | 21.30%-8.2pp | 340.60%-327.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,893 | $1,588+19.2% | $2,681-29.4% | $2,471-23.4% |
| Participant deferral / active EE | $783 | $2,693-70.9% | $3,738-79.1% | $3,740-79.1% |
| Admin fee / account holder | $272 | $4,185-93.5% | $6,465-95.8% | $5,306-94.9% |