Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $5,870 | $110,337-94.7% | $102,383-94.3% | $145,877-96.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.96% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $723 | $4,216-82.9% | $3,870-81.3% | $4,663-84.5% |
| Participant deferral / active EE | $1,591 | $5,621-71.7% | $5,060-68.6% | $6,691-76.2% |
| Admin fee / account holder | $246 | $9,750-97.5% | $8,391-97.1% | $13,402-98.2% |