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 | $9,962 | $100,970-90.1% | $96,576-89.7% | $137,256-92.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 27.32% | 38.16%-10.8pp | 38.47%-11.2pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,249 | $3,809-67.2% | $3,553-64.8% | $4,156-69.9% |
| Participant deferral / active EE | $1,384 | $8,286-83.3% | $7,956-82.6% | $6,407-78.4% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |