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 | $17,695 | $65,364-72.9% | $92,909-81.0% | $72,975-75.8% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 24.06% | 42.11%-18.0pp | 109.44%-85.4pp | 81.01%-56.9pp |
| Employer contribution / active EE | $1,363 | $2,594-47.4% | $3,653-62.7% | $2,440-44.1% |
| Participant deferral / active EE | $722 | $3,128-76.9% | $4,238-83.0% | $3,608-80.0% |
| Admin fee / account holder | $192 | $4,251-95.5% | $5,795-96.7% | $5,124-96.2% |