Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,315 | $65,395-96.5% | $182,540-98.7% | $72,975-96.8% |
| Participation rate | 92.3% | 65.4%+26.9pp | 78.0%+14.3pp | 69.5%+22.8pp |
| Annual return | 28.11% | 27.68%+0.4pp | 148.58%-120.5pp | 81.01%-52.9pp |
| Employer contribution / active EE | $531 | $1,911-72.2% | $4,076-87.0% | $2,440-78.2% |
| Participant deferral / active EE | $766 | $3,563-78.5% | $5,525-86.1% | $3,608-78.8% |
| Admin fee / account holder | $181 | $4,245-95.7% | $8,593-97.9% | $5,124-96.5% |