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 | $13,891 | $156,398-91.1% | $147,318-90.6% | $138,895-90.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 23.39% | 78.75%-55.4pp | 70.43%-47.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $1,035 | $4,853-78.7% | $4,593-77.5% | $4,194-75.3% |
| Participant deferral / active EE | $1,986 | $8,237-75.9% | $7,906-74.9% | $6,396-69.0% |
| Admin fee / account holder | $80 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |