Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,480 | $154,228-95.2% | $145,433-94.9% | $137,256-94.6% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 26.58% | 74.59%-48.0pp | 66.58%-40.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,133 | $4,804-76.4% | $4,554-75.1% | $4,156-72.7% |
| Participant deferral / active EE | $2,343 | $8,216-71.5% | $7,897-70.3% | $6,407-63.4% |
| Admin fee / account holder | $266 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |