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 | $9,666 | $91,198-89.4% | $178,503-94.6% | $79,856-87.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.48% | 24.20%-10.7pp | 151.12%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,572 | $3,257+9.7% | $5,011-28.7% | $2,471+44.6% |
| Participant deferral / active EE | $448 | $3,237-86.2% | $5,202-91.4% | $3,741-88.0% |
| Admin fee / account holder | $214 | $6,748-96.8% | $13,987-98.5% | $5,306-96.0% |