Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,295 | $183,627-94.4% | $155,602-93.4% | $145,978-92.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.22% | 61.32%-46.1pp | 64.81%-49.6pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,577 | $5,316-70.3% | $4,675-66.3% | $4,662-66.2% |
| Participant deferral / active EE | $1,753 | $6,466-72.9% | $5,629-68.9% | $6,690-73.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |