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 | $14,366 | $104,251-86.2% | $91,004-84.2% | $147,586-90.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.33% | 27.06%-14.7pp | 4.60%+7.7pp | 578.59%-566.3pp |
| Employer contribution / active EE | $4,088 | $3,116+31.2% | $2,456+66.5% | $4,876-16.2% |
| Participant deferral / active EE | $1,105 | $4,195-73.7% | $3,548-68.9% | $5,439-79.7% |
| Admin fee / account holder | $260 | $8,948-97.1% | $5,417-95.2% | $10,886-97.6% |